Investment Stewardship and Sustainability
Dimensional Fund Advisors Ltd.’s engagement policy can be found here.
Dimensional Ireland Limited’s engagement policy can be found here.
Dimensional Funds plc and Dimensional Funds II plc, joint engagement policy can be found here.
Further disclosure is also contained in the Responsible Investment Statement and in the Investment Stewardship Statement (see "Responsible Investment Statement" and “Investment Stewardship Statement” above).
Other Shareholder Rights Directive II information
Dimensional Fund Advisors Ltd. has published its UK Stewardship Code Report 2022-2023 covering the reporting period from 1 July 2022 to 30 June 2023, and also provides an explanation of the most significant votes for the same period here.
To view a Fund’s performance history, please click here. Please note that the performance information disclosed is as of the date noted on the webpage.
To view a Fund’s investment objective, please click here to reference its Key Investor Information Document.
To view a Fund’s portfolio composition, please click here and refer to the Holdings document in the Fund Documents tab. Please note that the composition information disclosed is as of the date noted on the Holdings document.
To view a Fund’s portfolio turnover rate, please click here and select the relevant Fund to view its Characteristics.
To view a Fund’s portfolio costs, please reference Dimensional Fund Advisors Ltd’s European MiFID Template (EMT). If you would like a copy of the EMT please email your request to [email protected].
Dimensional Fund Advisors Ltd. (‘Dimensional UK’) is pleased to share its updated UK Stewardship Code Report 2022-2023 covering the reporting period from 1 July 2022 to 30 June 2023. This report is intended to provide investors with greater transparency regarding our investment stewardship activities and highlight outcomes from our efforts to add value for shareholders.
Rationales for votes which are deemed “Most Significant” by Dimensional can be found in the Most Significant Votes Report available here.
For questions about our stewardship and responsible investing approach and policies, please visit the resources above or contact our Investment Stewardship group at [email protected].