For financial professionals only
Following Martin’s announcement in November that we’ll be broadening our award-winning Centralised Investment Proposition throughout 2022, we’re delighted to announce the launch of two new discretionary model portfolio solutions.
Dimensional Core Wealth & Dimensional Core Plus Wealth Models – Implemented by Parmenion provides six combinations of equity and fixed income, ranging from 100% fixed income to 100% equity, in 20% increments.
The Core and Core Plus Wealth Models offer a research-driven, systematic framework that emphasises reliable drivers of higher expected returns within equities and fixed income. They are designed by Dimensional Fund Advisors, a leading global systematic asset manager with $679bn assets under management.
The new range reflects Dimensional’s Core Wealth & Core Plus Wealth Models asset allocations with 100% Dimensional funds and carry a competitive annual DFM fee of 6bps.
To date, advisers wanting this option had to implement and manage the models under their own advisory permissions. Now, they are available under Parmenion’s discretionary licence, with our oversight and rebalancing.
That means advisers aligned to the Dimensional approach can now benefit from the efficiency of discretionary management, while our Defaqto Gold rated platform service and 5 star DFM proposition and our proprietary technology significantly reduces time spent on admin.
To find out more about Dimensional’s UK Wealth Models, please contact your RSM.
Source: https://us.dimensional.com/about-us/media-center/dimensional-launches-wealth-models
Past performance is not an indicator of future returns.
There’s no guarantee the models or funds will meet their objectives. The value of an investment can fall as well as rise and is not guaranteed. Investors could get back less than they pay in.
This article is for financial professionals only. Any information contained within is of a general nature and should not be construed as a form of personal recommendation or financial advice. Nor is the information to be considered an offer or solicitation to deal in any financial instrument or to engage in any investment service or activity. Parmenion accepts no duty of care or liability for loss arising from any person acting, or refraining from acting, as a result of any information contained within this article. All investment carries risk. The value of investments, and the income from them, can go down as well as up and investors may get back less than they put in. Past performance is not a reliable indicator of future returns.