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Dimensional Global Sustainability PIE Fund

New Zealand

Investment

Dimensional Fund Advisors
Dimensional Fund Advisors
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How we evaluate products

Responsible Investment strategies, processes, practices and disclosures are assessed against the eight criteria for product certification in the Responsible Investment Standard and accompanying Guidance and Assessment Notes.

What this symbol means

General certification: This Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.

Learn about RIAA's certification / sustainability classifications

The content on this webpage is provided by Responsible Investment Association Australasia Ltd (ACN 641 046 666, AFSL 554110). For more information refer to our Financial Services Guide. Certain content provided may constitute a summary or extract from the offer document of a financial product. Any general advice has been provided without reference to your investment objectives, financial situation or needs. If the advice relates to the acquisition of a particular financial product for which an offer document (such as a product disclosure document) is available, you should obtain the offer document relating to the particular financial product and consider it before making any decision whether to acquire the product. Past performance does not necessarily indicate a financial products’ future performance. To obtain information tailored to your situation, contact a financial adviser.

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Themes & Issues
Society
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Armaments

Mostly avoided

Tobacco

Mostly avoided

Fossil fuels

Partially avoided

Gambling

Partially avoided

Human rights abuses

Partially avoided

Labour rights violations

Partially avoided

Pornography

Partially avoided

Alcohol

Partially avoided

Environment
No items found.
No items found.

Armaments

Mostly avoided

Tobacco

Mostly avoided

Fossil fuels

Partially avoided

Gambling

Partially avoided

Human rights abuses

Partially avoided

Labour rights violations

Partially avoided

Pornography

Partially avoided

Alcohol

Partially avoided

For RIAA’s definitions of the themes included and issues avoided, please view this guide . Product-specific exclusion criteria and practices may vary. You can find these by referring directly to the product provider.

Overview

The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities associated with approved developed markets (excluding Australia), with increased emphasis on higher expected return securities. The Fund also considers non-financial factors to target sustainability goals. The Fund has a Carbon Footprint Reduction Goal and evaluates companies based on specific sustainability criteria.

Description

The Fund invests in a diversified portfolio of securities listed on global developed markets (excluding Australia) with the potential for long-term capital growth with increased emphasis on higher expected return securities.

The Fund also considers non-financial factors to target sustainability goals. The Fund has a Carbon Footprint Reduction Goal and evaluates companies based on specific sustainability criteria. 

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Themes & Issues

  • 0

    themes included

  • 0

    issues fully avoided

  • 2

    issues mostly avoided

  • 6

    issues partially avoided

Product Targets

Wholesale

Institutional

Certified Since

  • 2022

Last date certified

  • May 16, 2024

Primary RI Strategy

  • Sustainability Themed

Secondary RI Strategy

  • Negative Screening