Copia launches factor-based portfolios with Dimensional

Total costs range from 0.32% to 0.55%

Victoria McKeever
clock • 2 min read

Copia Capital Management has launched a range of factor-based managed portfolios, Select Plus, using a blend funds from global asset manager Dimensional Fund Advisors and ETFs.

Advisers can choose from five risk profiles, designed for medium- to long-term investors in the accumulation phase of the lifecycle. The total expense ratio (TER), or total cost, for each of the underlying funds ranges from 0.32% to 0.55%, going up the risk scale. The expected return for the funds ranges from 3.10% to 6.22%, dependent again on the risk profile selected. Discretionary manager Copia, which is owned by platform Novia, created the portfolios on the back of its ‘Select' range which was launched in November 2016. Factor investing Factors are the principle drivers of a...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Managed solutions

Brooks Macdonald launches Global MPS after adviser demand

Brooks Macdonald launches Global MPS after adviser demand

Available to advisers exclusively via third-party wrap platforms

Jenna Brown
clock 18 March 2025 • 2 min read
Quilter platform sees massive shift to outsourced investments

Quilter platform sees massive shift to outsourced investments

‘MPS growth in the past decade has been nothing short of phenomenal’

Jenna Brown
clock 24 February 2025 • 3 min read
Fairstone partners with J.P. Morgan to launch MPS range

Fairstone partners with J.P. Morgan to launch MPS range

NOVA MPS range intended to deliver institutional-grade capabilities to retail clients

Sahar Nazir
clock 23 January 2025 • 1 min read