Real Estate
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Real Estate Strategy Global Real Estate Securities Fund Class A Global Real Estate Securities Fund Class F |
The mutual funds managed Dimensional Canada are available only to Canadian residents, through representatives authorized by us and affiliated with approved registered dealers.
The general investment approach and strategy we use to manage our real estate fund is described below. Specific information about the fund can be found in the prospectus.
Global Real Estate Strategy
The growth of securitized real estate across developed and emerging markets has created an investment universe with sufficient size and liquidity to be considered a unique asset class. The correlations among global real estate securities have been found to be low across countries, across regions, and within each issuing country's own equity markets, suggesting there are additional diversification benefits that can be obtained from adding the asset class to globally diversified portfolios.
Dimensional will generally purchase for the fund a broad and diverse group of securities with a particular focus on real estate investment trusts (REITs) and companies considered to be REIT-like entities. REITs are real estate companies that pool investors' funds for investment primarily in income-producing real estate, or in loans or interests related to real estate. The fund will invest in the securities of companies in developed and emerging markets. Currently, the fund intends to invest in Australia, Belgium, Canada, China, France, Hong Kong, Japan, the Netherlands, New Zealand, Singapore, South Africa, the United Kingdom, and the United States. Dimensional will consider the fund's asset growth and individual country characteristics in determining whether to add additional countries to the eligible list.