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Fairstone Systematic Powered by Dimensional is a global multi-asset portfolio developed with Dimensional Fund Advisors. It uses research-driven strategies, focusing on value, small-cap, and profitable stocks, and high-quality, short-duration bonds. The market-cap weighted approach ensures broad diversification, optimising returns and managing risk for long-term growth.
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 Dimensional’s research to apply factor-based strategies across both equities and fixed income, offering differentiated exposures.
Focuses on tilts towards value, small-cap, profitability in equities, and short-duration, quality in fixed income, aiming to enhance performance.
Built on academic research, providing a systematic, research-driven approach to investing.
Dimensional’s institutional capabilities ensure efficient, low-cost investment management.