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.

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