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You are here: Manager factsheet

Dimensional Portfolio Management Team
Dimensional Ireland Limited, Dimensional Fund Advisors Ltd.
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Manager profile
The firm employs a team approach in all aspects of the firm’s management, including portfolio management, trading, and research.
Total return for Dimensional Portfolio Management Team
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
54-90m
 
 
 
 
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
78-114m
 
 
 
 
 
 
 
 
 
90-126m
 
 
 
 
 
 
 
 
 
102-138m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Dimensional Portfolio Management Team

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Dimensional Portfolio Management Team 10.3 0.2 1.6 28.2 -8.8 2.9 5.5 24.3 -1.0 10.0
Peer Group Composite 7.3 -1.8 -3.2 24.5 -3.2 4.3 5.3 22.6 -1.4 10.9
Over / Under 3.0 2.0 4.8 3.7 -5.6 -1.4 0.2 1.7 0.4 -0.9
Performance vs peer group composite: Dimensional Portfolio Management Team
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Dimensional European Small Companies Lead manager FO Equity - Small Cap Europe since Feb 26 2004 to present
Dimensional Pacific Basin Small Companies Lead manager FO Equity - Asia Pacific inc Japan since Feb 26 2004 to present
Dimensional US Small Companies Lead manager FO Equity - Small Cap USA since Apr 29 2004 to present
Dimensional Emerging Markets Value Lead manager FO Equity - Emerging Markets since Oct 10 2005 to present
Dimensional UK Core Equity Lead manager UT UK All Companies since Jun 20 2006 to present
Dimensional Global Short Fixed Income Lead manager FO Fixed Int - Global since Jan 25 2007 to present
Dimensional Emerging Markets Targeted Value Lead manager FO Equity - Emerging Markets since Apr 23 2007 to present
Dimensional European Value Lead manager FO Equity - Europe inc UK since Sep 12 2007 to present
Dimensional International Core Equity Lead manager UT Global since Sep 24 2007 to present
Dimensional Emerging Markets Core Equity Lead manager UT Global Emerging Markets since Jan 01 2008 to present
Dimensional Global Short Dated Bond Lead manager UT Global Bonds since Jan 01 2008 to present
Dimensional International Value Lead manager UT Global since Jan 01 2008 to present
Dimensional UK Small Companies Lead manager UT UK Smaller Companies since Jan 01 2008 to present
Dimensional UK Value Lead manager UT UK All Companies since Jan 01 2008 to present
Dimensional Global Targeted Value Lead manager FO Equity - International since Feb 06 2008 to present
Dimensional Global Core Equity Lead manager FO Equity - International since Sep 03 2008 to present
Dimensional Global Ultra Short Fixed Income Lead manager FO Fixed Int - Global since May 15 2009 to present
Dimensional Global Small Companies Lead manager FO Equity - International since Mar 31 2011 to present
Dimensional Sterling Inflation Linked Intermediate Duration Fixed Income Lead manager FO Fixed Int - GBP Index Linked since Apr 18 2011 to present
Dimensional Euro Inflation Linked Intermediate Duration Fixed Income Lead manager FO Fixed Int - EUR Index Linked since Jun 30 2011 to present
Dimensional World Allocation 40/60 Lead manager FO Mixed Asset - Cautious since Sep 09 2011 to present
Dimensional World Allocation 60/40 Lead manager FO Mixed Asset - Balanced since Sep 09 2011 to present
Dimensional World Equity Lead manager FO Equity - International since Sep 09 2011 to present
Dimensional Global Sustainability Core Equity Lead manager FO Equity - Ethical since Jun 26 2013 to present
Dimensional Global Short-Term Investment Grade Fixed Income Lead manager FO Fixed Int - Global since Jan 08 2014 to present
Dimensional Emerging Markets Large Cap Core Equity Lead manager FO Equity - Emerging Markets since Apr 30 2015 to present
Dimensional US Core Equity Lead manager FO Equity - USA since Sep 30 2015 to present
Dimensional World Allocation 20/80 Lead manager FO Mixed Asset - Cautious since Oct 08 2015 to present
Dimensional World Allocation 80/20 Lead manager FO Mixed Asset - Aggressive since Oct 08 2015 to present
Dimensional Global Value Lead manager FO Equity - International since Jul 11 2016 to present
Dimensional Global Core Fixed Income Lead manager FO Fixed Int - Global since Dec 11 2018 to present
Dimensional Global Sustainability Fixed Income Lead manager FO Fixed Int - Global since Oct 28 2020 to present
Funds managed previously
Fund Periods
Dimensional Pacific Basin Value since Sep 18 2007 to fund close
Dimensional Euro Ultra Short Fixed Income since May 03 2011 to fund close
Dimensional Sterling Inflation Linked Long Duration Fixed Income since Aug 21 2012 to fund close
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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