Important Information

It is important for you to read the following information as it contains regulatory and legal notices that are relevant for information displayed throughout this website.

Throughout this website, Dimensional Fund Advisors Ltd. may sometimes be referred to as Dimensional Ltd.

Responsibility for this website

Subject to the terms and conditions below, Dimensional Fund Advisors Ltd. operates and is responsible for this website.
Important Regulatory Information

Dimensional Fund Advisors Ltd. is authorised and regulated by the Financial Conduct Authority (FRN: 150100), is registered in England and Wales under Company No. 02569601 and VAT No. 577327607. The registered office address of Dimensional Fund Advisors Ltd. is 20 Triton Street, London, NW1 3BF, United Kingdom. Dimensional Fund Advisors Ltd. is a subsidiary of Dimensional Fund Advisors.

The regulatory status of Dimensional Fund Advisors Ltd. can be confirmed on the Financial Conduct Authority website at https://register.fca.org.uk/.The material contained in this website is directed only at persons or entities in any jurisdiction or country where such access to information contained herein and use thereof is not contrary to local law or regulation. Accordingly, all persons who access this website are required to inform themselves of and to comply with any such restrictions.

Nothing on this website constitutes or forms part of any offer to issue or sell, or any solicitation of any offer to subscribe or purchase, shares, units or other interests ("Shares") in investments referred to herein. The information contained on this website may not be treated as an offer of solicitation:

  • In any jurisdiction where such an offer or solicitation is contrary to local law.
  • To anyone to who it is unlawful to make such an offer or solicitation.
  • If the person making the offer or solicitation is not qualified to do so.

Nor shall this website form the basis of, or be relied on in connection with, any contract for Shares.

Applications to invest in any product referred to on this website must only be made on the basis of the documentation relating to the specific investment and you should refer to your investment adviser. If you are in any doubt about the information contained on this website, please call us on +44 (0) 20 3033 3300, or consult a professional financial adviser.

Dimensional Fund Advisors Ltd. is an authorised financial services provider in South Africa (FSB no. 46292).

Risks of investing

You should always bear in mind that: 

  • Past performance is no guarantee of future performance.
  • In a banking institution, your money is secure; whereas in a market-based investment, it is exposed to a degree of risk. This must be considered as part of your decision whether to invest your assets.
  • The value of investments and any income from them may go down as well as up. You may not get back all of your original investment. You should not make any assumptions about potential income or returns based on anything included within this website.
  • Unless exclusively investing in the UK, foreign exchange exposure exists in all funds. Changes in foreign exchange rates may cause the value of investments to go down or up. It may also cause income from investments to go down or up.
  • For fixed income funds, the running yield gives an indication of the current level of income. The redemption yield gives a more long-term picture, taking into account expected capital repayments as well as income repayments. Both the yield and capital value of the fund can fluctuate.

The value of shares and the income from them can fall as well as rise as a result of market and currency fluctuations and you may not get back as much as you originally invested. Eligibility to invest in an ISA or PEP is dependent on individual circumstances and may be subject to future statutory change. Tax assumptions may change if the law changes and the value of tax relief will depend upon your individual circumstances; you are strongly advised to obtain separate tax advice. Some of these funds may invest in sectors that may be highly volatile. Investing in the securities of smaller companies carries a higher risk than investing in the securities of larger companies, and there is also a risk of illiquidity (i.e., they may not be easy to buy and sell). It is often not possible to obtain an open market valuation on unlisted securities. Materials relating to the investments mentioned on this website should be read in conjunction with a prospectus (available through this website) that describes charges, expenses, and risks. Read it carefully before any investment.

Dimensional Fund Advisors Ltd., its employees, affiliates, and/or their directors may or may not hold Shares or hold a position in or with respect to any investments mentioned on this website.

Please note that some of the theories of portfolio management described on this website are in some occasions included with reference to academics that have links to Dimensional Fund Advisors Ltd. and/or the Dimensional worldwide group of companies.

Cookies

A "cookie" is a piece of information that is saved to your PC's hard disk by the web server. Confirmation of reading and accepting these terms and conditions will place a cookie on your PC's hard disk. This will ease your navigation around this website by not popping up these terms and conditions again during this browser session. This cookie is temporary and will be removed when you close your browser. The cookie is not used for any other reason.

Linked sites

Dimensional Fund Advisors Ltd. is not responsible for the content, accuracy, or timelines of any links to other websites, nor is it responsible for any websites that may contain links to this website. Following links to any off-site pages or other websites shall be entirely at your own risk, and Dimensional Fund Advisors Ltd. does not make any warranties, expressed or implied, with regard to information obtained from other websites, and Dimensional Fund Advisors Ltd. shall not be liable for any loss or damage arising from your reliance upon or use of such websites. These links from dfauk.com are provided for navigational purposes only, and should not be construed as a recommendation or offer to buy or sell any securities or an endorsement of these external websites.

Telephone recording

Dimensional Fund Advisors Ltd. (or any member of the Dimensional worldwide group of companies) may monitor and record telephone conversations to check and verify instructions, to maintain high quality service standards, to comply with regulatory requirements and for the security of operational and business processes.

Intellectual property

All the contents of this website, including, but not limited to, the design, text, graphics, audio clips, images, their selection and arrangement, are Copyright ©2016 Dimensional Fund Advisors Ltd. or its licensors. All rights reserved, and all moral rights are asserted and reserved.

All trade marks, including but not limited to the Dimensional logo, are property of Dimensional Fund Advisors Ltd. and may not be reproduced without the express written permission of Dimensional Fund Advisors Ltd.

Save for the licence expressly granted below, nothing on this website shall be construed as granting any licence or right to use any trade marks, logos, designs, texts, graphics, audio clips, images, or other content whatsoever on this website. Dimensional Fund Advisors Ltd. reserves all of its rights with respect to copyright, database rights and trade marks and ownership of all content on this website, and will enforce such rights to the full extent of applicable law. You are responsible for obeying all applicable copyright laws.

Licence

Dimensional Fund Advisors Ltd. permits users of this website to make transient copies of it as necessary incidental acts during the viewing of it. Dimensional Fund Advisors Ltd. also permits users to download or print a hard copy of individual pages and/or sections of this website for their own use, provided that users do not remove any copyright or other proprietary notices and that such copies are for the user's own individual use.

You may not modify, copy, distribute, transmit, post, display, perform, reproduce, publish, license, create derivative works from, transfer, or sell any pages, data, information, software, products, content, or services obtained from this website, unless you have obtained the prior written permission of Dimensional Fund Advisors Ltd. You may not link to this website, nor frame it, without the express written permission of Dimensional Fund Advisors Ltd.

Downloading software and files

If you download software or files from this website, the software—including any files or images incorporated in or generated by the software and data accompanying the software—and files (collectively, the "Files") are licensed to you by Dimensional Fund Advisors Ltd. solely for your personal, non-commercial use. However, Dimensional Fund Advisors Ltd. does not transfer title in the Files to you. You own the medium on which the Files are recorded, but Dimensional Fund Advisors Ltd. and its licensors retain full and complete title in and to the Files, including all intellectual property rights therein. Save as otherwise permitted by applicable law, you may not redistribute, sell, decompile, reverse engineer, disassemble, or otherwise reduce the Files to any other form whatsoever.

Money laundering

Any transaction involving client money will be covered by statutory and other requirements relating to money laundering including the Proceeds of Crime Act 2002, the Money Laundering Regulations, the Financial Conduct Authority rules contained within the Money Laundering Sourcebook, and the Joint Money Laundering Steering Group Guidance Notes, as amended from time to time.

Your account

If you maintain an account that you access via this website, you are solely responsible for maintaining the confidentiality of your account and password and for restricting access to your computer. You agree to accept responsibility for all activities occurring under your account or password that are due to your conduct, inaction, or negligence.

Termination

The rights granted to you herein terminate immediately upon any violation by you of these terms of use. Dimensional Fund Advisors Ltd. reserves the right to terminate your access to this website at any time, without notice, for any reason whatsoever. You agree that Dimensional Fund Advisors Ltd. shall not be liable to you or any third party for any termination of your access to this website.

No reliance and no advice

Although Dimensional Fund Advisors Ltd. has taken all reasonable care to ensure that the information contained on this website is accurate at the time of publication, no representation or warranty, express or implied, is made as to the accuracy, reliability or completeness of such information. All information, opinions, estimates and content on this website are provided by Dimensional Fund Advisors Ltd. or its third party content providers for information, education and non-commercial purposes only and are subject to change without notice. You alone will bear the sole responsibility of evaluating the merits and risks associated with the use of any such information, opinions, estimates and content.

Dimensional Fund Advisors Ltd. only provides information on the products of the Dimensional worldwide group of companies. Furthermore, the firm is not in a position to advise Retail Customers (as defined in the Handbook of the Financial Conduct Authority) on your particular circumstances and particular merits of investing in the products.

NOTHING CONTAINED ON THIS WEBSITE CONSTITUTES INVESTMENT, LEGAL, TAX, OR OTHER ADVICE, NOR IS TO BE RELIED ON IN MAKING AN INVESTMENT OR OTHER DECISION. YOU SHOULD OBTAIN RELEVANT AND SPECIFIC PROFESSIONAL ADVICE BEFORE MAKING ANY INVESTMENT DECISION.

No warranty

The information, opinions, estimates, and content on this website are provided without any representations or warranties of any kind (including, without limitation, representations or warranties as to their accuracy, reliability, or completeness), whether express or implied.

Dimensional Fund Advisors Ltd. assumes no responsibility for, and makes no warranties, that functions contained on this website will be uninterrupted or error-free, that defects will be corrected, or that this website or the servers that make it available will be free of viruses or other harmful components.

Limitation of liability

NOTHING IN THESE TERMS AND CONDITIONS SHALL RESTRICT OR EXCLUDE DIMENSIONAL FUND ADVISORS LTD.'S LIABILITY IN RESPECT OF FRAUDULENT MISREPRESENTATION OR FOR DEATH OR PERSONAL INJURY CAUSED BY DIMENSIONAL FUND ADVISORS LTD.'S NEGLIGENCE.
SUBJECT TO THE ABOVE PARAGRAPH, DIMENSIONAL FUND ADVISORS LTD. HEREBY EXCLUDES ALL LIABILITY FOR ANY DIRECT, INDIRECT, SPECIAL, OR CONSEQUENTIAL LOSS OR DAMAGE (IN EACH CASE INCLUDING BUT NOT LIMITED TO: BUSINESS INTERRUPTION, LOSS OF PROFITS, LOSS OF REVENUE, LOSS OF ANTICIPATED SAVINGS AND/OR LOSS OF GOODWILL) ARISING FROM, OR IN CONNECTION WITH:

  • THE ACCESSING OR USE OF, OR THE INABILITY TO ACCESS OR USE, THIS WEBSITE; OR
  • ANY DECISIONS YOU MAKE BASED ON THE INFORMATION, OPINIONS, ESTIMATES, AND CONTENT MADE AVAILABLE TO YOU THROUGH THIS WEBSITE; OR
  • ANY WEBSITES ACCESSED VIA OR ADVERTISED ON THIS WEBSITE,

WHETHER OR NOT SUCH LOSS IS REASONABLY FORESEEABLE AS AT THE DATE YOU ACCESS THIS WEBSITE OR DIMENSIONAL FUND ADVISORS LTD. HAS BEEN ADVISED OF THE POSSIBILITY OF YOU INCURRING SUCH LOSS OR DAMAGE, AND WHETHER OCCASIONED BY THE NEGLIGENCE OF DIMENSIONAL FUND ADVISORS LTD. OR ITS EMPLOYEES, AGENTS, OR SUB-CONTRACTORS.

Please note that the important information set out here does not exclude or restrict any duty or liability to customers of Dimensional Fund Advisors Ltd. under the Financial Services and Markets Act 2000 or under the rules of the Financial Conduct Authority as laid out in their Handbook.

Indemnity

You agree to indemnify, defend, and hold harmless Dimensional Fund Advisors Ltd., its affiliates and licensors, and the officers, directors, employees, and agents of Dimensional Fund Advisors Ltd. and its affiliates and licensors, from and against any and all claims, liabilities, damages, losses, or expenses, including legal fees and costs, arising out of or in any way connected with your access to or use of this website.

Applicable law

Your use of this website and downloads from it and the operation of these terms and conditions shall be governed by and interpreted in accordance with the laws of England and Wales. The English Courts shall have exclusive jurisdiction over any dispute arising out of your use of this website.

If any provision in these terms and conditions is deemed unlawful, invalid, or for any reason unenforceable, then that provision will be deemed severed from, and will not affect the validity and enforceability of, the remaining provisions.

These terms and conditions represent the entire agreement between Dimensional Fund Advisors Ltd. and the user relating to the subject matter herein.