Dimensional Funds
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, they work to implement compelling ideas in finance for the benefit of clients. An enduring philosophy, strong client commitment, and a strong connection with the academic community underpin their approach. Dimensional manages $415 billion in Global assets as of June 30, 2016.
Global Short-term Investment Grade Fixed Income (Dimensional)
The Global Short-term Investment Grade Fixed Income Fund (Dimensional) aims to maximise total returns from the universe of debt obligations in which the fund invests. The fund will generally maintain an average duration of its investments to three years or less.
- Actively managed by Dimensional
- Invests in investment grade debt instruments
- Generally maintains average duration of 3 years or less
Euro Inflation Linked Int Duration Fixed Income (Dimensional)
The Euro Inflation-linked Intermediate Duration Fixed Income Fund (Dimensional) aims to provide the return of medium-term debt, which is protected from inflation in the Eurozone. Generally, the fund will maintain an average duration of its investments with a range between five and ten years.
- Actively managed by Dimensional
- Invests in high quality debt
- Seeks protection from Eurozone inflation
- Generally maintains average duration of between 5 and 10 years
World Equity (Dimensional)
The World Equity Fund (Dimensional) aims to achieve long-term total return.
- Actively managed by Dimensional
- Invests in developed and/ or emerging markets equity
Global Short Fixed Income (Dimensional)
The Global Short-term Fixed Income Fund (Dimensional) aims to maximise current income while preserving the value of investments.
- Actively managed by Dimensional
- Invests in high quality debt
- Generally invests in debt with a maturity of 5 years or less
World Allocation 20/80 (Dimensional)
The World Allocation 20/80 Fund (Dimensional) aims to achieve long-term total return. The fund aims to invest approximately 20% of its net assets in shares (either directly or through investment in other investment funds) and 80% of its net assets in debt.
- Actively managed by Dimensional
- Invests about 20% in shares and 80% in debt
World Allocation 40/60 (Dimensional)
The World Allocation 40/60 Fund (Dimensional) aims to achieve long-term total return. The fund aims to invest approximately 40% of its net assets in shares (either directly or through investment in other investment funds) and 60% of its net assets in debt.
- Actively managed by Dimensional
- Invests about 40% in shares and 60% in debt
World Allocation 60/40 (Dimensional)
The World Allocation 60/40 Fund (Dimensional) aims to achieve long-term total return. The fund aims to invest approximately 60% of its net assets in shares (either directly or through investment in other investment funds) and 40% of its net assets in debt.
- Actively managed by Dimensional
- Invests about 60% in shares and 40% in debt
World Allocation 80/20 (Dimensional)
The World Allocation 80/20 Fund (Dimensional) aims to achieve long-term total return. The fund aims to invest approximately 80% of its net assets in shares (either directly or through investment in other investment funds) and 20% of its net assets in debt.
- Actively managed by Dimensional
- Invests about 80% in shares and 20% in debt
Global Value (Dimensional)
The Global Value Fund (Dimensional) aims to achieve long-term total return. The fund is actively managed and primarily invests in shares of companies listed on the principal stock exchanges of developed countries around the world. The fund invests using a value strategy, meaning it invests, either directly or indirectly, in shares of companies where, at the time of purchase, the Investment Manager believes that the share price is low compared to the accounting value of the company.
Global Sustainability Core Equity Fund (Dimensional)
The Global Sustainability Core Equity Fund (Dimensional) aims to achieve long-term total return. The fund is actively managed and primarily invests in shares of companies listed on the principal stock exchanges in developed countries around the world. The fund's portfolio is generally overweighted in shares of smaller sized companies and value companies.
Global Small Companies (Dimensional)
The Global Small Companies Fund (Dimensional) aims to achieve long-term total return. The fund is actively managed and invests in shares of companies listed on the principal stock exchanges in developed countries around the world. The fund invests in a broad and diverse group of smaller sized companies.
Dimensional Fund Advisors Ltd., registered address 20 Triton Street, Regent's Place, London, NW1 3BF, Company Number 02569601, which is authorised and regulated by the Financial Conduct Authority - Firm Reference No.150100.