Dimensional Fund Advisors has launched a managed portfolio service (MPS) with 12 allocations across equity and fixed income.
The allocations range from 100% equity to 100% fixed income in 20% increments. While six are ‘Core' models with modest outperformance expectations, six are ‘Core Plus' and target higher outperformance, with a higher tracking error, the firm explained. Initially launching on Transact, the MPS charges an additional 0.06% fee on top of funds' ongoing charges. Dimensional said it applies academic research to factor-based investing, incorporating financial theory, research and implementation. Co-chief executive Nathan Lacaze said: "Successful systematic investing requires expertise acro...
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