The fundamental investment objective of the Global 60EQ-40FI Portfolio is to seek total return consisting of long-term capital appreciation and current income at levels consistent with the portfolio's asset allocation strategy.

To achieve this objective the portfolio will generally allocate its assets to other funds managed and advised by Dimensional that invest in Canadian, US, and international equity securities (including exposure to developed and emerging markets), real estate securities, and fixed income securities.

Generally, the portfolio will have a target allocation of 60% in funds that invest primarily in Canadian, US, and international equity securities, and real estate securities, and a target allocation of 40% in funds that invest primarily in Canadian, US, and international fixed income securities. The equity underlying funds invest in a broad and diverse group of securities with an increased exposure to small issuers and value securities. Dimensional typically determines size based upon market capitalization. In assessing value, Dimensional may consider factors such as a company's shares having a high book value in relation to its market value, and price-to-cash-flow or price-to-earnings ratios. The criteria used for assessing value may change from time to time.

Where practical, Dimensional may seek to increase the after-tax value of an investment by managing the Portfolio in a manner that may defer the realization of net capital gains and reduce dividend income.

For a full description, please consult the Portfolio's prospectus.