Dimensional World Equity Lower Carbon ESG Screened Fund SEK Accumulation header image

Dimensional World Equity Lower Carbon ESG Screened Fund SEK Accumulation

Fund

ISIN IE000KF8GKU6 / Valor null

NAV (2025-04-07)
SEK 10.94-0.91%

Dimensional World Equity Lower Carbon ESG Screened Fund SEK Accumulation
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General Objective

The fund aims to increase the value of investments over the long term and earn income. It is actively managed without reference to a benchmark, primarily investing in shares of companies traded in developed and/or emerging markets.

Fund Exposure

The fund has a greater allocation to shares of smaller sized companies, value companies, and/or companies generating high profits compared to their representation in the general equity market universe. It may adjust its composition based on factors such as liquidity management, size, value, profitability, and environmental and sustainability impact considerations.

Risks

Risks associated with the fund include exposure to emerging markets countries (up to 20% of net assets), the use of futures and foreign currency contracts, and financial derivatives for risk management, cost reduction, or return improvement. Income is accumulated into the value of the investment, and investors have the option to sell their investment on demand on a daily basis.

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Source

https://www.dimensional.com/de-de/funds/ie0004ahp0r3/world-sustainability-equity-fund-gbp-acc

Tags:
value investing small cap

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OTHER SHARE CLASSES OF THIS FUND

Dimensional World Equity Lower Carbon ESG Screened Fund EUR Distributing
Dimensional World Equity Lower Carbon ESG Screened Fund EUR Distributing Dimensional World Equity Lower Carbon ESG Screened Fund EUR Distributing
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Annual Return

-50%0%+50%

Risk level

110
-1.22%EUR 11.32
Dimensional World Equity Lower Carbon ESG Screened Fund NOK Accumulation
Dimensional World Equity Lower Carbon ESG Screened Fund NOK Accumulation Dimensional World Equity Lower Carbon ESG Screened Fund NOK Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.77%NOK 11.76
Dimensional World Equity Lower Carbon ESG Screened Fund GBP Distributing
Dimensional World Equity Lower Carbon ESG Screened Fund GBP Distributing Dimensional World Equity Lower Carbon ESG Screened Fund GBP Distributing
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Annual Return

-50%0%+50%

Risk level

110
-0.27%GBP 11.04
Dimensional World Equity Lower Carbon ESG Screened Fund EUR Accumulation
Dimensional World Equity Lower Carbon ESG Screened Fund EUR Accumulation Dimensional World Equity Lower Carbon ESG Screened Fund EUR Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.20%EUR 11.56
Dimensional World Equity Lower Carbon ESG Screened Fund GBP Accumulation
Dimensional World Equity Lower Carbon ESG Screened Fund GBP Accumulation Dimensional World Equity Lower Carbon ESG Screened Fund GBP Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.26%GBP 11.30