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

Why the FCA's latest probe can help solve MPS 'information void'

Why the FCA's latest probe can help solve MPS 'information void'

'MPS growth has been profound in the last decade'

Graham Folley
clock 31 March 2025 • 4 min read
Why evidence-based investing is the smarter path for advisers and clients

Why evidence-based investing is the smarter path for advisers and clients

'Evidence-based investing provides a disciplined, long-term strategy'

Yariv Haim
clock 31 March 2025 • 4 min read
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