Great news for Dimensional fans: Dimensional Model Portfolios now available as a DFM MPS on Parmenion
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.
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.
“The above article is intended to be a topical commentary and should not be construed as financial advice from either the author or Parmenion Capital Partners LLP. If a client wishes to obtain financial advice as to whether an investment is suitable for their needs, they should consult an authorised Financial Adviser. Past performance is not an indicator of future returns.”
Any news and/or views expressed within this document are intended as general information only and should not be viewed as a form of personal recommendation. All investment carries risk and it is important you understand this. If you are in any doubt about whether an investment is suitable for you, please contact your financial adviser.