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Key Investor Information Documents

Please click below to download and print out the KIID documents & forms for each fund within our portfolios.

Dimensional funds

Global Core Equity Fund (September 2021)

Global Targeted Value Fund (September 2021)

Emerging Markets Core Equity Fund (May 2021)

Emerging Markets Targeted Value Fund (May 2021)

Sterling Inflation Linked Intermediate Duration Fixed Income Fund (September 2021)

Global Short-Dated Bond (May 2021)

Global Short-Dated Bond Fund (Gross)* (May 2021)

 

* Dimensional offer a gross fund for tax free wrappers such as Pensions and ISAs.   The underlying investments and risk remain the same for both gross and net.

Page Last Updated: November 2021

 

With investment, your capital is at risk. The value of your portfolio with Lexo can go down as well as up and you may get back less than you invest. It is important that you understand the risks. Lexo aims to provide information to help you make your own informed decision. It does not provide personal advice based on your circumstances. If you are unsure, please seek personal advice from Lexington Wealth.

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