Dimensional Sustainability
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Sustainability Reports
Present key sustainability metrics for the Dimensional Sustainability Funds, highlight the effectiveness of Dimensional's approach to reducing exposure to emissions.
Global Sustainability Core Equity Fund
Global Sustainability Fixed Income Fund
Global Sustainability Short Fixed Income Fund
Global Sustainability Targeted Value Fund
Emerging Markets Sustainability Core Equity Fund
World Sustainability Equity Fund
Global Sustainability High Profitability Fund
Environmental and Social Vote Details and Rationale Report for Dimensional Sustainability Strategies
This report includes details on how Dimensional’s Sustainability Strategies voted on environmental and social proposals during the previous proxy year.
Sustainability Related Disclosures
Provides sustainability-related disclosures pertaining to SFDR for Dimensional’s sustainability fund range.
Disclosures
The Emerging Markets Sustainability Core Equity Fund, Global Sustainability Core Equity Fund, Global Sustainability Fixed Income Fund, Global Sustainability Short Fixed Income Fund, Global Sustainability High Profitability Fund, Global Sustainability Targeted Value Fund and World Sustainability Equity Fund (the "Sustainability Funds") promote sustainability in accordance with Article 8 of Regulation (EU 2019/2088) on sustainability related disclosures in the financial services sector (SFDR). The Sustainability Funds do not have sustainability investment as their objective but as part of the Sustainability Funds’ investment policy, the Investment Manager does take into account the sustainability impact associated with securities when making investment decisions for the Sustainability Funds. While the Sustainability Funds promote sustainability and the Investment Manager takes into account sustainability impact considerations, the Sustainability Funds’ investments are not evaluated against the EU criteria for environmentally sustainable economic activities and, therefore, the “do no significant harm” principle does not apply to the Sustainability Funds’ investments. Consider the investment objectives of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus, KID and KIID carefully before investing. Information on sustainability related disclosures in the financial services sector (SFDR) pursuant to Regulation (EU) 2019/2088 in relation to the promoted fund is available at www.dimensional.com/SFDR.
Diversification does not eliminate the risk of market loss.
Environmental and social screens may limit investment opportunities for the strategy.