Dimensional initiates latest round of fee cuts on funds

Dimensional Fund Advisors is to cut management fees on a range of 20 funds, with the aim to pass on efficiency savings to investors.

Dimensional, which focuses on systematic factor investing, will reduce the fees on a range of UK- and Irish-registered funds, covering a broad range of equity, fixed income and sustainability investment solutions.

This is the latest round of cuts in what the firm has described as a “long history” in cutting fees.

The fee cuts, which will come into effect from 1 April, represent a 6% reduction on an asset-weighted basis for the impacted funds.

The fund firm said it is looking to pass efficiencies and benefits of scale along to clients and to “deliver value over index, traditional active, and systematic active strategies”.

Nathan Lacaze, co-chief executive officer of Dimensional Fund Advisors, said: “We are committed to continuing to offer investors robust solutions that provide the benefits of indexing with the higher expected returns and increased risk management of flexible, daily implementation.”

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