Overview

DFA Australia Limited (Dimensional) has been engaged to run the fund allocation, and the underlying asset selection within the Funds utilised that make up the range of Ventura Dimensional Models. The affiliated entities of Dimensional, manage over $530bn in funds on behalf of investors around the world from offices in the United States, Europe, Asia and Australia. For more than 30 years, Dimensional have been combining rigorous academic research with practical experience to deliver real-world investment solutions. Using this approach, Dimensional seeks to deliver investment solutions that add value through careful design, implementation and execution.

Dimensional invests with these core beliefs in mind:
Securities are fairly priced in liquid and competitive markets, diversification is essential, and investing involves trading off risks and costs with expected returns. These timetested principles have guided their business and investment approach for more than three decades.

In Dimensional’s view, the best way to invest is to structure portfolios along dimensions of expected returns and implement strategies carefully, taking advantage of the flexibility gained by our market-driven philosophy. Academic research has documented the challenges of attempting to forecast economic conditions or find mispriced securities. Rather than trying to outguess the markets, Dimensional focuses on delivering exposure to dimensions of higher expected returns consistently and adding value through portfolio design, management and implementation. This process-driven approach results in transparent, sensible investment strategies clients can understand.