World Equity (Dimensional)

The World Equity Fund (Dimensional) aims to achieve long-term total return. The fund is managed on a discretionary basis and primarily invests in shares of companies with exposure to developed and/ or emerging markets. The fund uses a core strategy that has a general exposure to the stock-market with a greater allocation to shares of smaller sized companies and value companies. Value companies are those where, at the time of purchase, the price is low compared to the accounting value of the company. The fund may invest up to 20% of its net assets in emerging markets countries. The fund may use financial contracts or instruments (derivatives) to manage risk, reduce costs or improve returns.