Dimensional Multi-Factor funds - Changes in fund names

Dimensional Fund Advisers have announced a number of changes to their range of Multi-Factor funds.

With effect from 1st October 2015 the names of the funds will change as follows:

  • The Multi-Factor Equity Fund will be re-named the World Equity Fund
  • The Multi-Factor Balanced Fund will be re-named the World Allocation 60/40 Fund (this reflects the 60% of funds allocated to equities and 40% of funds allocated to cash and bonds)
  • The Multi-Factor Conservative Fund will be re-named the World Allocation 40/60 Fund (this reflects the 40% of funds allocated to equities and 60% of funds allocated to cash and bonds)

Please note as a result of theses name changes there are no changes being made to the objectives of these funds or their day-to-day management and operation, nor will there be any change to the respective fund ISIN and SEDOL numbers.

To compliment the existing range of funds, Dimensional have launched two new funds:

  • The World Allocation 20/80 Fund  (this reflects the 20% of funds allocated to equities and 80% of funds allocated to cash and bonds)
  • The World Allocation 80/20 Fund  (this reflects the 80% of funds allocated to equities and 20% of funds allocated to cash and bonds)