Dimensional World Sustainability Equity Fund EUR Dis header image

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
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
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.

Content summarized by AI chatbot
Source

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

Tags:
value investing small cap

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Dimensional World Sustainability Equity Fund EUR Acc
Dimensional World Sustainability Equity Fund EUR Acc Dimensional World Sustainability Equity Fund EUR Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.07%EUR 14.02
Dimensional World Sustainability Equity Fund GBP Acc
Dimensional World Sustainability Equity Fund GBP Acc Dimensional World Sustainability Equity Fund GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.07%GBP 13.48
Dimensional World Sustainability Equity Fund NOK Acc
Dimensional World Sustainability Equity Fund NOK Acc Dimensional World Sustainability Equity Fund NOK Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%NOK 14.00
Dimensional World Sustainability Equity Fund SEK Acc
Dimensional World Sustainability Equity Fund SEK Acc Dimensional World Sustainability Equity Fund SEK Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.51%SEK 13.79
Dimensional World Sustainability Equity Fund GBP Dis
Dimensional World Sustainability Equity Fund GBP Dis Dimensional World Sustainability Equity Fund GBP Dis
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%GBP 13.17