Factor-based investment
Utilises Dimensional’s research to apply factor-based strategies across both equities and fixed income, offering differentiated exposures.
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.
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.
Our Model Portfolio Service offers a carefully constructed range of portfolios designed to suit a variety of risk profiles. While each portfolio is built using the same underlying investments, they differ in how those investments are weighted to meet specific risk targets. This means the core building blocks remain consistent, but the overall level of risk, ranging from cautious to adventurous, is tailored to meet different client needs.
It's important to speak with a financial adviser to ensure your chosen portfolio matches your personal goals and attitude to risk. Selecting the right level of risk is a key step in building a long-term investment strategy that works for you.
Explore the factsheets below to learn more about each portfolio's objectives, asset allocation, and performance data.
| Risk level: | 3 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.15% |
| Ongoing charge: (OCF) |
0.26-0.28% |
| Risk level: | 4 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.15% |
| Ongoing charge: (OCF) |
0.26-0.28% |
| Risk level: | 5 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.15% |
| Ongoing charge: (OCF) |
0.26-0.28% |
| Risk level: | 6 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.15% |
| Ongoing charge: (OCF) |
0.26-0.28% |
| Risk level: | 7 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.15% |
| Ongoing charge: (OCF) |
0.26-0.28% |
| Risk level: | 8 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.15% |
| Ongoing charge: (OCF) |
0.26-0.28% |
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