Navigating geopolitical events

Chris Taylor is a Financial Adviser with Gilkison Group.

Dimensional have confirmed their intention to completely remove all Russian holdings from their portfolios as soon as market conditions allow. We fully support this decision and are pleased that the robust investment process has again proven extremely beneficial to our clients who invest within Dimensional trusts.

Whilst Dimensional did not necessarily predict the outbreak of conflict and the financial impact on Russian equities, the extremely low exposure to these equities in the portfolios of between 0 –1.5% (compared to the MSCI Emerging Markets index of 3.3%) is a good demonstration of Dimensional’s risk assessment process when assessing investment into various markets across the world. Read the article here.