Dimensional World Sustainability Equity Fund EUR Dis
Fund
ISIN IE000A2PTTN4 / Valor null
NAV (2025-01-21)
EUR 13.73-0.07%
Dimensional World Sustainability Equity Fund EUR Dis
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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.