The mutual funds managed by Dimensional Canada are available only to Canadian residents, through representatives authorized by us and affiliated with approved registered dealers.
The general investment approach and strategies we use to manage our global funds of funds are described below. Specific information about the individual funds discussed can be found in the prospectus.
The strategies that underlie each of the global funds of funds provide broader exposure to global markets than is typically achieved through traditional active or index management. Dimensional's global funds of funds, indirectly through investment in the underlying funds, hold more than 10,000 securities in over thirty-five countries. Worldwide diversification minimizes the potential short-term impact of any one company, asset class, or country, thus reducing overall portfolio risk while seeking capital market returns.
Dimensional's global funds of funds, through investment in the underlying funds, target risk factors that have historically delivered increased return—factors such as company size and financial strength. More specifically, they are designed to tilt toward small cap and value stocks around the world. The underlying funds employ Dimensional's applied core equity technology, allowing investors to achieve the same global asset class exposures as with an individual component approach but in a more efficient manner that minimizes turnover and transaction costs.
The global funds of funds provide investors access to a single, balanced portfolio that may be suited to their tolerance for risk. The funds are attractive for any investor looking for a broadly diversified investment with built-in rebalancing.
Marketwide diversification helps manage the down-side risk associated with any one particular security, sector, or country. The potential long-term value added over the benchmarks and index funds may increase investors chances of reaching their investment goals.
The Global Conservative Fund targets a mix of 40% equity and real estate securities and 60% fixed income securities. The fund seeks total return consisting of long-term capital appreciation and current income at levels consistent with the fund’s asset allocation strategy.
The Global Balanced Fund targets a mix of 60% equity and real estate securities and 40% fixed income securities. The fund seeks total return consisting of long-term capital appreciation and current income at levels consistent with the fund’s asset allocation strategy.
The Global Equity Fund invests in equities. The fund seeks long-term capital appreciation.
The general investment approach and strategies we use to manage our global funds of funds are described below. Specific information about the individual funds discussed can be found in the prospectus.
Global Strategy
Dimensional's global funds of funds offer a disciplined, diversified, and low-cost approach that may be valuable to a variety of investors. Dimensional provides focused and consistent exposure to targeted market segments. The global funds generally invest in underlying funds managed by Dimensional in specific combinations with the objectives of maximizing expected return for given levels of risk and enhancing portfolio stability.
The strategies that underlie each of the global funds of funds provide broader exposure to global markets than is typically achieved through traditional active or index management. Dimensional's global funds of funds, indirectly through investment in the underlying funds, hold more than 10,000 securities in over thirty-five countries. Worldwide diversification minimizes the potential short-term impact of any one company, asset class, or country, thus reducing overall portfolio risk while seeking capital market returns.
Dimensional's global funds of funds, through investment in the underlying funds, target risk factors that have historically delivered increased return—factors such as company size and financial strength. More specifically, they are designed to tilt toward small cap and value stocks around the world. The underlying funds employ Dimensional's applied core equity technology, allowing investors to achieve the same global asset class exposures as with an individual component approach but in a more efficient manner that minimizes turnover and transaction costs.
The global funds of funds provide investors access to a single, balanced portfolio that may be suited to their tolerance for risk. The funds are attractive for any investor looking for a broadly diversified investment with built-in rebalancing.
Marketwide diversification helps manage the down-side risk associated with any one particular security, sector, or country. The potential long-term value added over the benchmarks and index funds may increase investors chances of reaching their investment goals.
The Global Conservative Fund targets a mix of 40% equity and real estate securities and 60% fixed income securities. The fund seeks total return consisting of long-term capital appreciation and current income at levels consistent with the fund’s asset allocation strategy.
The Global Balanced Fund targets a mix of 60% equity and real estate securities and 40% fixed income securities. The fund seeks total return consisting of long-term capital appreciation and current income at levels consistent with the fund’s asset allocation strategy.
The Global Equity Fund invests in equities. The fund seeks long-term capital appreciation.
Tax Management
Dimensional manages capital gains of the underlying funds but because the strategy's purpose is to serve both taxable and tax-exempt investors, a moderate amount of tax management is applied to the underlying funds. Although the goal is to defer the net realization of capital gains by harvesting losses and delaying the sale of some appreciated securities, the underlying funds are likely to realize and distribute some capital gains each year.