Dimensional Launches ESG Fund Targeting Emerging Markets Equity

Dec 10, 2021

1 minutes

Topic

This is a marketing communication. Please refer to the prospectus of the UCITS, KID and KIID before making any final investment decisions.

Dimensional Fund Advisors, a global leader in systematic investing, has launched the Emerging Markets Core Equity Lower Carbon ESG Screened Fund.

The fund uses the firm’s overarching sustainability investing approach, which targets a meaningful reduction in exposure to companies with high greenhouse gas (GHG) emissions intensity and fossil fuel reserves. It also takes into consideration other environmental, social and governance elements, including tobacco, factory farming and child labour, among others.¹

The fund expands upon Dimensional’s suite of ESG strategies, which already include the Emerging Markets Core Equity Lower Carbon ESG Screened Fund (which invests in developed markets) and the Global Core Fixed Income Lower Carbon ESG Screened Fund. With combined assets of USD 2.6 billion as of December 2021, the two funds have grown substantially in recent years.

With the new Global Core Fixed Income Lower Carbon ESG Screened Fund and the existing Global Core Equity Lower Carbon ESG Screened Fund, Dimensional’s ESG equity strategies now cover both developed and emerging markets.

More information about Dimensional’s approach to sustainability investing can be found in the fund’s . Additional details about the fund can be obtained from our Fund Centre.

Emerging Markets Core Equity Lower Carbon ESG Screened Fund
Launch date: 7 December 2021
Ongoing charges:² 0.55%
Management fees: 0.38%
Share classes available at launch: USD accumulation (IE00BLCGQZ94), GBP accumulation (IE00BLCGQW63), GBP distribution (IE00BLCGQX70), EUR accumulation (IE00BLCGQT35), EUR distribution (IE00BLCGQV56)

Footnotes

¹Please refer to the ESG Considerations document available on the fund’s page for the full list.
²The ongoing charges figure shown here is an estimate of the charges as there is insufficient historical data. It excludes portfolio transaction costs and performance fees, if any. The fund's annual report for each financial year will include detail on the exact charges made.

Important Information – Sustainable Asset Class

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original value. There is no guarantee strategies will be successful.

The Fund’s sustainability impact considerations may limit the number of investment opportunities available, and as a result, at times may produce different returns or more modest gains than funds that are not subject to such special investment conditions. Sustainability impact considerations may cause a Fund’s industry allocation to deviate from that of funds without these considerations and of conventional benchmarks.

The Fund promotes sustainability in accordance with Article 8 of Regulation (EU 2019/2088) on sustainability related disclosures in the financial services sector (SFDR). The Fund does not have sustainability investment as its objective but as part of the Fund’s investment policy, the Investment Manager does take into account the sustainability impact associated with securities when making investment decisions for the Fund. While the Fund promotes sustainability and the Investment Manager takes into account sustainability impact considerations, the Fund’s 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 Fund’s 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 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 https://dimensional.com/SFDR.

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This is a marketing communication. Please refer to the prospectus of the UCITS, KID and KIID before making any final investment decisions.

The Emerging Markets Core Equity Lower Carbon ESG Screened Fund, Global Core Equity Lower Carbon ESG Screened Fund and the Global Core Equity Lower Carbon ESG Screened Fund are sub-funds of Dimensional Funds plc (the "Dimensional funds") which is structured as an umbrella fund with segregated liability between sub-funds, established as an open-ended investment company with variable capital under the laws of Ireland with registration number 352043. Dimensional Funds plc is authorised by the Central Bank of Ireland as an undertaking for collective investment in transferable securities (UCITS).

The implementation and management of the Emerging Markets Core Equity Lower Carbon ESG Screened Fund, Emerging Markets Core Equity Lower Carbon ESG Screened Fund and the Global Core Fixed Income Lower Carbon ESG Screened Fund is protected by U.S. Patent Nos. 7,596,525 B1, 7,599,874 B1 and 8,438,092 B2.

Dimensional funds are offered solely under the terms and conditions of the respective fund’s current prospectus and applicable UCITS Key Investor Information Document (KIID) and applicable Packaged Retail and Insurance-based Investment Products (PRIIPs) - Key Information Document (KID). Consider the investment objectives, risks, and charges and expenses 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. The latest version of the prospectus, applicable UCITS KIID (available in English) and applicable PRIIPs KID (available in English and the appropriate local language) may be obtained at www.dimensional.com or by contacting the fund’s administrator at + 353 1 242 5536, its distributor Dimensional Ireland Limited at +353 (0)1 576 9750 or, if in the United Kingdom, its sub-distributor Dimensional Fund Advisors Ltd., at +44 (0)20 3033 3300.

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