Dimensional Reduces UK and Irish Equity and Fixed Income Fund Management Fees

Dimensional will reduce management fees across a broad range of UK and Irish equity and fixed income funds, representing a 12% reduction on an asset-weighted basis for the impacted funds. This represents 93% of the total assets under management in the UK and Irish registered funds managed by Dimensional UK and its affiliates. The fee reduction will go into effect 4 May 2021.

“For forty years, Dimensional has refined, enhanced and advanced its investment solutions, systems and processes and sought to pass those efficiencies and benefits back to clients,” Nathan Lacaze, Co-Chief Executive Officer, Dimensional UK. “We seek to continually innovate in our premium investment solutions and services while prioritising keeping management fees low.”

Dimensional has a track record of regularly reviewing and reducing fees and ongoing charges for the benefit of clients and investors, which has led to many reductions throughout the firm’s history.  

“We support financial professionals in making the best decision for those they serve,” John Romiza, Co-Chief Executive Officer, Dimensional UK. “We have always believed that controlling costs is an important discipline for investors. This large-scale fee reduction to some of our most popular funds follows reductions in 2015, 2019 and 2020 and shows our commitment to the discipline of cost control.”



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The Emerging Markets Large Cap Core Equity Fund, European Value Fund, Global Core Equity Fund, Global Core Fixed Income Fund, Global Short Fixed Income Fund, Global Short-Term Investment Grade Fixed Income Fund, Global Targeted Value Fund, Pacific Basin Small Companies Fund, World Allocation 20/80 Fund, World Allocation 40/60 Fund, World Allocation 60/40 Fund, World Allocation 80/20 Fund and World Equity Fund are sub-funds of Dimensional Funds Plc (the "Dimensional funds") which is structured as an umbrella fund with segregated liability between sub-funds, established as an open-ended investment company with variable capital under the laws of Ireland with registration number 352043. Dimensional Funds Plc is authorised by the Central Bank of Ireland as an undertaking for collective investment in transferable securities (UCITS).

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