Dimensional Fund Advisors Canada ULC Announces Risk Rating Changes for Certain Funds
26 Junio 2024 - 4:35PM
Dimensional Fund Advisors Canada ULC (“Dimensional Canada ULC”),
the manager of the Dimensional Funds, today announced that it is
changing the risk rating associated with the following fund, as set
out below:
Fund Name |
|
Current Risk Rating |
|
New Risk Rating |
DFA Global 40EQ-60FI Portfolio |
|
Low |
|
Low to Medium |
|
|
|
|
|
The change to the risk rating of the fund is a
result of a determination by Dimensional Canada ULC in accordance
with the fund’s risk classification methodology. No material
changes have been made to the investment objectives or strategies
of the fund. The standardized risk classification methodology used
by Dimensional Canada ULC to identify the investment risk level of
the funds within the Dimensional Funds is available on request by
calling us collect at 604-685-1633, emailing us at
info@dfacanada.com, or writing to us at 745 Thurlow Street, Suite
2110, Vancouver, British Columbia, V6E 0C5.
This change will be reflected in the renewal
Fund Facts for the Dimensional Funds, which are expected to be
filed on or about July 1, 2024. Additional information regarding
the Dimensional Funds can be found in the Simplified Prospectus and
the Fund Facts for the Dimensional Funds, available on our website
at https://www.dimensional.com/ca-en/document-center and on SEDAR+
at www.sedarplus.ca. Commissions, trailing commissions, management
fees, and expenses all may be associated with mutual fund
investments. Please read the Simplified Prospectus and the Fund
Facts before investing. Mutual funds are not guaranteed, their
value changes frequently, and past performance may not be
repeated.
Contact: Taylor Smith, Dimensional(512)
306-4389taylor.smith@dimensional.com