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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 (February 2017)

Global Targeted Value Fund (February 2017)

Emerging Markets Core Fund (February 2017)

Emerging Markets Targeted Value Fund (February 2017)

Sterling Inflation Linked Intermediate Duration Fixed Income Fund (February 2017)

Global Short-Dated Bond Fund (Gross)* (February 2017)

Global Short-Dated Bond (February 2017)

 

* 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.

 

With investment, your capital is at risk. The value of your portofio 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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