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Meet your Portafina fund manager

Discover why we use Dimensional to give your savings a competitive edge.
We are authorised and regulated
by the Financial Conduct Authority
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Meet your Portafina fund manager

Discover why we use Dimensional to give your savings a competitive edge.

We are authorised and regulated by the Financial Conduct Authority

Slide 75%

Building a better home for your savings

If you take your full tax-free cash allowance, that’s 75% of your retirement savings that still need careful management. We take care of everything for our clients, including the buying and selling of shares.

We use a fund manager to do this. And unlike most UK financial advisers, we have access to what we believe is one of the best fund managers in the business. Dimensional.

Taking pension money early isn’t right for everyone because it could leave you with less to live on in retirement. That’s why it makes sense to talk with an independent and regulated adviser, such as Portafina, first.

Important: pension savings can go down as well as up. Past performance is not a reliable indicator of future results.

3 key benefits of Dimensional with Portafina

Slide
Lower management fees
Dimensional’s scientific approach to investing means our clients benefit from lower fees compared with a traditional active fund manager.
Slide
Balancing risk & reward
Through Dimensional we invest money in thousands of companies worldwide, which helps to spread investment risk for our clients.
Slide
A history of outperforming
Historically, Dimensional funds have consistently outperformed industry averages, which is mirrored in the performance of our pension portfolios.

A perfect fit with our investment philosophy

Dimensional is set up with the aim of achieving higher-than-expected market returns. This aligns perfectly with our investment philosophy.

Slide - Jamie Smith-Thompson,
Managing Director of Portafina.
Our aim is that more often that not the investments you make through Portafina will beat the average market return by a small yet significant amount.

Dimensional in numbers

Slide $514
billion

The value of assets Dimensional has under management.1

The year Dimensional was founded.

Slide 1981

Slide 1,400+

Dimensional employees spanning 13 global offices

The number of Nobel laureates Dimensional has worked with

Slide 4