Sustainability-Related Disclosures


In accordance with Article 10 of EU Regulation 2019/2088 (SFDR) - Transparency of the promotion of environmental or social characteristics and of sustainable investments on websites (product level, applicable to article 8 funds).
(a) Summary
We use ESG-related research to identify environmental risks we believe have the potential to impose significant external costs on future generations. Our approach to sustainability focuses on drivers of climate change. There is extensive evidence that climate change is primarily driven by greenhouse gas emissions. Our sustainability solutions target a meaningful reduction in exposure to greenhouse gas emissions and potential emission from fossil fuel reserves.

(b) No sustainable investment objective
This financial product promotes environmental or social characteristics, but does not have as its objective sustainable investment.

(c) Environmental or social characteristics of the financial product
Emissions-Focused Exclusions - 1) Greenhouse Gas Emissions Intensity 2) Potential Emissions from Reserves Sustainability Score Weighting and Additional ESG Refinements.

(d) Investment strategy

The fund is designed to pursue its promoted E/S characteristics within a broadly diversified, systematic, and cost-effective investment framework to provide investors the opportunity to reflect their sustainability values without sacrificing sound investment principles.

(e) Proportion of investments

The fund does not commit to a minimum share of sustainable investments. As such, there is no commitment for a minimum share of taxonomy-aligned investments with an environmental objective.

(f) Monitoring of environmental or social characteristics
Emissions-Focused Exclusions - 1) Greenhouse Gas Emissions Intensity 2) Potential Emissions from Reserves Sustainability Score Weighting and Additional ESG Refinements.

(g) Methodologies
Emissions-Focused Exclusions - 1) Greenhouse Gas Emissions Intensity 2) Potential Emissions from Reserves Sustainability Score Weighting and Additional ESG Refinements.

(h) Data sources and processing
Emissions-Focused Exclusions - 1) Greenhouse Gas Emissions Intensity 2) Potential Emissions from Reserves Sustainability Score Weighting and Additional ESG Refinements.

(i) Limitations to methodologies and data
Emissions-Focused Exclusions - 1) Greenhouse Gas Emissions Intensity 2) Potential Emissions from Reserves Sustainability Score Weighting and Additional ESG Refinements.

(j) Due diligence
As part of its compliance with Regulation (EU) 2019/2088 of the European Parliament and of the Council on sustainability-related disclosures in the financial services sector (“SFDR”), Dimensional Ireland Limited (“Dimensional Ireland”) is required to publish and maintain on its website a statement on due diligence policies with respect to principal adverse impacts of investment decisions. To that end, Dimensional Ireland has adopted a sustainability due diligence policy (the “Policy”).

(k) Engagement policies
Emissions-Focused Exclusions - 1) Greenhouse Gas Emissions Intensity 2) Potential Emissions from Reserves Sustainability Score Weighting and Additional ESG Refinements

(l) where an index is designated as a reference benchmark for the purpose of attaining the environmental or social characteristics promoted by the financial product, 'Designated reference benchmark'
Emissions-Focused Exclusions - 1) Greenhouse Gas Emissions Intensity 2) Potential Emissions from Reserves Sustainability Score Weighting and Additional ESG Refinements.
(a) Summary
We use ESG-related research to identify environmental risks we believe have the potential to impose significant external costs on future generations. Our approach to sustainability focuses on drivers of climate change. There is extensive evidence that climate change is primarily driven by greenhouse gas emissions. Our sustainability solutions target a meaningful reduction in exposure to greenhouse gas emissions and potential emission from fossil fuel reserves.

(b) No sustainable investment objective
This financial product promotes environmental or social characteristics, but does not have as its objective sustainable investment.

(c) Environmental or social characteristics of the financial product
Emissions-Focused Exclusions - 1) Greenhouse Gas Emissions Intensity 2) Potential Emissions from Reserves Sustainability Score Weighting and Additional ESG Refinements.

(d) Investment strategy

The fund is designed to pursue its promoted E/S characteristics within a broadly diversified, systematic, and cost-effective investment framework to provide investors the opportunity to reflect their sustainability values without sacrificing sound investment principles.

(e) Proportion of investments

The fund does not commit to a minimum share of sustainable investments. As such, there is no commitment for a minimum share of taxonomy-aligned investments with an environmental objective.

(f) Monitoring of environmental or social characteristics
Emissions-Focused Exclusions - 1) Greenhouse Gas Emissions Intensity 2) Potential Emissions from Reserves Sustainability Score Weighting and Additional ESG Refinements.

(g) Methodologies
Emissions-Focused Exclusions - 1) Greenhouse Gas Emissions Intensity 2) Potential Emissions from Reserves Sustainability Score Weighting and Additional ESG Refinements.

(h) Data sources and processing
Emissions-Focused Exclusions - 1) Greenhouse Gas Emissions Intensity 2) Potential Emissions from Reserves Sustainability Score Weighting and Additional ESG Refinements.

(i) Limitations to methodologies and data
Emissions-Focused Exclusions - 1) Greenhouse Gas Emissions Intensity 2) Potential Emissions from Reserves Sustainability Score Weighting and Additional ESG Refinements.

(j) Due diligence
As part of its compliance with Regulation (EU) 2019/2088 of the European Parliament and of the Council on sustainability-related disclosures in the financial services sector (“SFDR”), Dimensional Ireland Limited (“Dimensional Ireland”) is required to publish and maintain on its website a statement on due diligence policies with respect to principal adverse impacts of investment decisions. To that end, Dimensional Ireland has adopted a sustainability due diligence policy (the “Policy”).

(k) Engagement policies
Emissions-Focused Exclusions - 1) Greenhouse Gas Emissions Intensity 2) Potential Emissions from Reserves Sustainability Score Weighting and Additional ESG Refinements

(l) where an index is designated as a reference benchmark for the purpose of attaining the environmental or social characteristics promoted by the financial product, 'Designated reference benchmark'
Emissions-Focused Exclusions - 1) Greenhouse Gas Emissions Intensity 2) Potential Emissions from Reserves Sustainability Score Weighting and Additional ESG Refinements.