Dimensional Core Wealth Models Available on HUB24 and North
Dimensional Fund Advisors, a global leader in systematic factor investing, is pleased to offer their Core Wealth Models as managed accounts in partnership with HUB24 and North.
Dimensional launched the Core Wealth Models in Australia in early 2023, with the models incorporating robust investment principles to asset allocation as well as the firm’s latest research. The suite of models are designed to meet the needs of different types of investors pursuing a variety of goals from aggressive wealth growth to preservation of capital and purchasing power.
The Dimensional Core Wealth Models have been well received by financial professionals in Australia in the 20 months since their launch. The newly launched models on HUB24 and North have been developed as a result of adviser demand to make the models available in fully implemented solutions.
“We are excited to be partnering with both HUB24 and North to offer our models within the managed account wrapper,” says Nathan Krieger, Head of Dimensional Australia’s Client Group. “We have heard from the advisers who we work with, that having models available within the managed account wrapper can help them deliver efficient client portfolios and free up time to focus on the broader wealth needs of their clients and to grow their businesses.”
These models are built on Dimensional’s core investment philosophy. In summary, this is a belief that prices in globally competitive capital markets incorporate the aggregate forward-looking expectations of participants. The underlying strategies use the information in market prices to systematically identify and emphasise securities with higher expected returns. A key feature in the models is their effective use of fixed income to meet investor volatility goals.
The following models are now available on both HUB24 and North platforms:
- Dimensional Core 50/50 Wealth Model
- Dimensional Core 70/30 Wealth Model
- Dimensional Core 100/0 Wealth Model
Dimensional was founded in the US in 1981 and has been in Australia since 1994. The firm manages more than $AU1.1 trillion for investors globally, including more than $50bn for clients in Australia and New Zealand. Its clients are financial intermediaries like advisers, brokers and super funds.
More information about Dimensional Wealth Models can be found here: Dimensional Models.
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About Dimensional Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional has 15 global offices across North America, Europe, Asia, and Australia and has been in Australia since 1994. |
Disclosures
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RISKS
Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.
AUSTRALIA
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NEW ZEALAND
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