Copia launches factor-based portfolios with Dimensional
Total costs range from 0.32% to 0.55%
Henry Cobbe: "One of the drawbacks of ETFs is their holdings being weighted by market capitalisation."
Copia Capital Management has launched a range of factor-based managed portfolios, Select Plus, using a blend funds from global asset manager Dimensional Fund Advisors and ETFs.
Advisers can choose from five risk profiles, designed for medium- to long-term investors in the accumulation phase of the lifecycle. The total expense ratio (TER), or total cost, for each of the underlying...
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