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The Dimensional Difference

Every investment strategy at Dimensional is driven by a research-backed approach designed to maximise returns while minimising costs and risk.

Aim higher

The Dimensional difference is the outperformance we aim to deliver over benchmarks and peers by applying the science of investing.

At Dimensional, we pursue this return advantage through a data-backed, repeatable approach to implementation that we have been fine-tuning for more than four decades. This implementation advantage has allowed us to beat the performance of both traditional active funds and passive index funds.

How many funds beat their benchmark over the past 20 years?

Index Funds

Indexers only try to match a benchmark, not beat it.

Traditional Active Funds

16%

Dimensional Funds

84%

US domiciled mutual funds and US domiciled ETFs are not offered for sale outside the US. Past performance is no guarantee of future results.

Solutions to match investors’ goals

Investors can choose from a wide range of solutions to pursue their portfolio goals. Our strategies include broad-market Core Equity, targeted Component Equity, and Multi-Asset allocations.

Learn more about the science behind the Dimensional difference

Core Equity Series

Core strategies are for investors who want a low-cost, diversified equity solution and are comfortable deviating from the total market in pursuit of outperformance. The strategies have meaningful emphasis on stocks that research has shown have higher expected returns—smaller companies, those with lower relative prices (value stocks), and those that are more profitable.

Dimensional Equity Solutions_E2 Core Series

Global Core Equity Fund

Emerging Markets Large Cap Core Equity Fund

Global Core Equity Lower Carbon ESG Screened Fund

Emerging Markets Core Equity Lower Carbon ESG Screened Fund

Component Equity Series

Component strategies focus on specific asset classes in the equity market to help investors build their own portfolios or to complement existing holdings. These solutions aim to provide targeted exposure across large caps and small caps and a variety of styles to help investors pursue higher expected returns.

Component Equity_AU Dimensional Difference

Global Value Fund

European Value Fund

Emerging Markets Value Fund

Global High Profitability Lower Carbon ESG Screened Fund

U.S. Small Companies Fund

European Small Companies Fund

Global Small Companies Fund

Global Targeted Value Fund

Emerging Markets Targeted Value Fund

Multi-Asset Series

Dimensional’s multi-asset strategies target higher expected returns through allocations with a range of weights to stocks or bonds. These allocations allow for varying risk tolerances—a greater equity allocation is associated with greater risk, but also greater potential return.

These strategies are available as managed funds through Dimensional’s World Allocation Funds or Dimensional Wealth Models.

Multi-Asset Series

World Allocation 20/80 Fund

World Allocation 40/60 Fund

World Allocation 60/40 Fund

World Allocation 80/20 Fund

World Equity Fund

World Equity Lower Carbon ESG Screened Fund

Institutions

Solving complex challenges for institutional investors

Financial AdvisErs

Investor success leads to adviser success

A full range of investment solutions backed by financial science

Flexible, competitively priced solutions that target higher expected returns

A climate-focused approach to ESG investing

The great ideas in finance applied to global portfolio construction

Connect with us

To learn more about how we work with financial professionals to deliver a better way to invest, send us a message. Alternatively, contact our client service team at +44 (0) 20 3033 3300.

Footnotes

1. The strategies target equity allocations of 20%, 40%, 60%, and 80%, relative to fixed income. The series also includes the World Equity Fund, which reflects a 100% allocation to equities based on world market cap weights.

glossary

Diversification: Holding many securities or types of investments in a portfolio, often for the purpose of mitigating risk associated with owning a single security or type of investment.

Relative price: A company’s price, or the market value of its equity, in relation to another measure of economic value, such as book value.

Profitability: A company’s operating income before depreciation and amortisation minus interest expense scaled by book equity.

Expected return: An estimate of average anticipated returns informed by historical data.

DISCLOSURES

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.

Diversification neither assures a profit nor guarantees against loss in a declining market.