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Fairstone Systematic Powered By Dimensional is a specialist, global multi asset portfolio range, managed in conjunction with Dimensional Fund Advisors; a leading global investment firm that has pioneered the translation of academic research into practical investment solutions.
The range utilises the full breadth of Dimensional’s empirical, factor-based investment research approach to equities and fixed income investing, and is populated entirely with Dimensional funds which utilise this approach.
Equity holdings will have tilts towards value, small-cap and profitability factors, while fixed income holdings will have a tilt towards shorter-duration and quality.
Asset allocation is based on a market-cap weighted approach.
Risk Level:
Range
Ongoing charge:
(OCF)
8
Specialist
0.26-0.28%
Risk Level:
Range
Ongoing charge:
(OCF)
7
Specialist
0.26-0.28%
Risk Level:
Range
Ongoing charge:
(OCF)
6
Specialist
0.26-0.28%
Risk Level:
Range
Ongoing charge:
(OCF)
5
Specialist
0.26-0.28%
Risk Level:
Range
Ongoing charge:
(OCF)
4
Specialist
0.26-0.28%
Risk Level:
Range
Ongoing charge:
(OCF)
3
Specialist
0.26-0.28%
Utilises the full institutional capabilities of Dimensional’s academic research rigour and factor-based investment implementation to provide a portfolio of differentiated Dimensional fund holdings.
Distinct factor tilts at the portfolio level, providing a differentiated set of exposures versus other Fairstone MPS ranges.
Risk targeted so the portfolio will always align with your agreed risk parameters.
Harry Scargill is a Portfolio Manager for Fairstone Investment Management. Joining in 2021, Harry is the lead manager for the Fairstone Nova and Fairstone Multi Instrument model portfolio ranges and has a focus on fund selection and asset allocation within equities and alternatives. In 2020, he achieved the CISI Chartered Wealth Manager qualification and was recognised in Citywire Wealth Manager’s “Top 30 Under 30.”
Harry Scargill is a Portfolio Manager for Fairstone Investment Management. Joining in 2021, Harry is the lead manager for the Fairstone Nova and Fairstone Multi Instrument model portfolio ranges and has a focus on fund selection and asset allocation within equities and alternatives. In 2020, he achieved the CISI Chartered Wealth Manager qualification and was recognised in Citywire Wealth Manager’s “Top 30 Under 30.”