An Introduction to Dimensional
KeyInvest has added four Dimensional World Allocation funds to Investment Bond menu. Register your interest if you’d like to receive online or in-person invitations to learn about the philosophy behind Dimensional, and how those options can be applied for clients.
The Science of Investing
Dimensional Investing is about implementing the great ideas in finance.
A culture of academic inquiry has been Dimensional’s bedrock from the start. Dimensional is driven by an evidence-based approach, Nobel Prize-winning insights, and decades of expertise pursuing higher returns while maintaining low costs and diversification.
Dimensional’s investment process reflects years of innovation and refinement, and this has translated into better returns for investors.
Dimensional’s commitment to research, rigor, and the pursuit of truth has helped transform the industry toward more transparent, data-driven solutions for investors. That commitment continues to propel Dimensional forward today.
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LEB 9
Growth Asset Exposure: 30%
Investment Style: Active
Suggested Investment horizon: 3 years
LEB 10
Growth Asset Exposure: 50%
Investment Style: Active
Suggested Investment horizon: 5 years
LEB 11
Growth Asset Exposure: 70%
Investment Style: Active
Suggested Investment horizon: 5 years
LEB 12
Growth Asset Exposure: 100%
Investment Style: Active
Suggested Investment horizon: 7 years
KeyInvest Menu Refresh & Uplift Program
These changes form part of a multi-stage, adviser-led program to ensure KeyInvest’s investment menu meets the evolving needs of advisers and their clients.
Further additions are already in progress. If you’d like to contribute feedback please reach out to Nick Heuzenroeder, Head of Product Innovation & Partnerships.
[email protected]
0413 808 075
Learn more about Dimensional