Dimensional ESG Strategies
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ESG Reports
Present key sustainability metrics for the Dimensional ESG Funds, highlight the effectiveness of Dimensional's approach to reducing exposure to emissions.
Global Core Equity Lower Carbon ESG Screened Fund
Global Targeted Value Lower Carbon ESG Screened Fund
Global High Profitability Lower Carbon ESG Screened Fund
Emerging Markets Core Equity Lower Carbon ESG Screened Fund
World Equity Lower Carbon ESG Screened Fund
Global Core Fixed Income Lower Carbon ESG Screened Fund
Global Short Fixed Income Lower Carbon ESG Screened Fund
Environmental and Social Vote Details and Rationale Report for Dimensional ESG Strategies
This report includes details on how Dimensional’s ESG 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 ESG fund range.
Disclosures
The Emerging Markets Core Equity Lower Carbon ESG Screened Fund, Global Core Equity Lower Carbon ESG Screened Fund, Global Core Fixed Income Lower Carbon ESG Screened Fund, Global Short Fixed Income Lower Carbon ESG Screened Fund, Global High Profitability Lower Carbon ESG Screened Fund, Global Targeted Value Lower Carbon ESG Screened Fund and World Equity Lower Carbon ESG Screened Fund (the "ESG Funds") promote sustainability in accordance with Article 8 of Regulation (EU 2019/2088) on sustainability related disclosures in the financial services sector (SFDR). The ESG Funds do not have sustainability investment as their objective but as part of the ESG Funds’ investment policy, the Investment Manager does take into account the sustainability impact associated with securities when making investment decisions for the ESG Funds. While the ESG Funds promote sustainability and the Investment Manager takes into account sustainability impact considerations, the ESG 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 ESG 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.
Any references herein to “sustainable” or “sustainability” do not indicate that the ESG Funds commit to make sustainable investments within the meaning of the Sustainable Finance Disclosure Regulation (SFDR). The ESG Funds may promote environmental and/or social characteristics but do not commit to make sustainable investments.
Diversification does not eliminate the risk of market loss.
Environmental and social screens may limit investment opportunities for the strategy.