Dimensional Launches Global High Profitability Trust
Dimensional Fund Advisors, a global leader in systematic investing, continues to expand its suite of global equity funds with the launch of the Dimensional Global High Profitability Trust, the first standalone Dimensional trust available to Australian investors focusing exclusively on companies with high profitability.
Valuation theory suggests that differences in relative prices and expected profitability are linked to expected returns. Holding all else equal, firms with higher expected profitability have higher expected returns.
Dimensional has implemented the profitability premium in equity solutions for over a decade. The addition of this new Global High Profitability Trust provides investors with access to a diversified exposure to large capitalisation high profitability companies listed in developed markets outside Australia.
"Investors now have access to an enhanced tool kit,” Bhanu Singh, Dimensional Australia’s CEO said. “This new Dimensional fund allows clients to fine-tune their exposure to companies with high profitability and build a customised exposure to size, value and profitability premiums. It’s another example of combining robust research with thoughtful daily implementation to deliver solutions designed to support our clients’ objectives.”
In 2013, Professor Robert Novy-Marx published an influential paper that showed profitability is a long-term reliable driver of differences in expected stock returns. From 2015, Dimensional incorporated this research on profitability into equity portfolios, including Dimensional’s equity Trusts.
"We continue to expand our investment offering to meet demand from financial professionals.” Nathan Krieger, who heads Dimensional’s client group in Australia said. “For nearly four decades, Dimensional has built its investment offering thoughtfully and systematically, taking time to understand our clients’ evolving needs and identifying where we can add value, ultimately aiming for both a better investment experience and higher returns.”
about dimensional fund advisors
Dimensional has been applying financial science to investing since 1981. The firm is driven by an evidence-based approach, Nobel Prize-winning insights, and decades of expertise working to outperform benchmarks and peers while maintaining low costs and diversification. Dimensional is headquartered in Austin, Texas, and has 15 global offices across North America, Europe, Asia and Australia and has been in Australia since 1994. As of 31 December 2025, Dimensional manages AUD$1.4 trillion for investors worldwide.
For more information, please visit dimensional.com.
DIsclosures
AUSTRALIA
This material is issued by DFA Australia Limited (AFS License No. 238093, ABN 46 065 937 671). This material is provided for information only. No account has been taken of the objectives, financial situation or needs of any particular person. Accordingly, to the extent this material constitutes general financial product advice, investors should, before acting on the advice, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation and needs. Investors should also consider the Product Disclosure Statement (PDS) and the target market determination (TMD) that have been made for each financial product either issued or distributed by DFA Australia Limited prior to acquiring or continuing to hold any investment. Go to dimensional.com/funds to access a copy of the PDS or the relevant TMD. Any opinions expressed in this material reflect our judgement at the date of publication and are subject to change.
NEW ZEALAND
This material is issued by DFA Australia Limited (incorporated in Australia, AFS License No. 238093, ABN 46 065 937 671). This material is provided for information only. This material does not give any recommendation or opinion to acquire any financial product or any financial advice product, and is not financial advice to you or any other person. No account has been taken of the objectives, financial situation or needs of any particular person. Accordingly, investors should, before acting on the advice, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation and needs. Investors should also consider the Product Disclosure Statement (PDS) and for the Dimensional Wholesale Trusts the target market determination (TMD) that have been made for each financial product or financial advice product either issued or distributed by DFA Australia Limited prior to acquiring or continuing to hold any investment. Go to dimensional.com/funds to access a copy of the PDS or the relevant TMD. Any opinions expressed in this material reflect our judgement at the date of publication and are subject to change.