DFA Global Real Estate Securities Fund Class F
The mutual funds managed by DFA Canada are available only to Canadian residents, through representatives authorized by us and affiliated with approved registered dealers.
The following is only a summary of the Fund. For a full description, please consult the Fund's prospectus.
The fundamental investment objective of the Fund is to achieve long-term capital appreciation, primarily through exposure to investments in securities of companies and other entities from around the world that are principally engaged in the real estate industry.
To achieve the Fund's investment objective, Dimensional will generally purchase a broad and diverse group of securities of companies and other entities from around the world that are traded on an exchange and that are principally engaged in the real estate industry, with a particular focus on real estate investment trusts (REITs) and companies it considers to be REIT-like entities. Dimensional considers a company to be principally engaged in the real estate industry if the company's principal activities include the development, ownership, construction, management, or sale of residential, commercial, or industrial real estate. REIT-like entities are types of real estate companies that pool investors' funds for investment primarily in income-producing real estate, or in real estate related loans or interests.
The Fund may currently invest in the developed and emerging markets of Australia, Belgium, Canada, China, France, Hong Kong, Japan, the Netherlands, New Zealand, Singapore, South Africa, the United States, and the United Kingdom. The countries authorized and in which the Fund actually holds investments will change from time to time.
The principal risks associated with an investment in this fund are market risk, real estate industry risk,
REIT and other investment trust risk, foreign market risk, emerging markets risk, small company risk,
style risk, currency risk, and multiple class risk. An investment in this fund may also involve the risks
associated with the use of derivatives, and with securities lending transactions, repurchase transactions,
or reverse repurchase transactions. These risks are described in the prospectus
in the section called "What are the risks of investing in a mutual fund?"
| Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated. |