We’re delighted to be able to bring you news of further reductions in portfolio management costs. Dimensional Fund Advisors announced a reduction in fees for the following funds effective from 4th May 2021.

These reductions may appear small but are nonetheless welcome. When it comes to investing it’s always worth remembering that costs matter and you get more of what you don’t pay for!

The new charges take effect immediately and no action is required by clients.

If you have any questions or require further information please get in touch.

These funds are held within the EWM and EWM ESG portfolio ranges. The impact of the reduction in fees is outlined below.

OCF is Ongoing Charge Figure

Expert Wealth Management is a trading style of Expert Financial Solutions Ltd which is authorised and regulated by FCA. Our FRN is 401295.

Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invested. Transaction costs, taxes and inflation reduce investment returns.

Nothing in this bulletin constitutes personal, regulated, financial advice. It is written and provided for educational and reference purposes only.