The Dimensional Five-Year Diversified Fixed Interest PIE Fund (the Fund) is a PIE-compliant New Zealand-domiciled fund with investments managed by DFA Australia Limited (Dimensional). FundRock NZ Ltd. is the issuer and manager of the Fund. The Fund is registered as an offer within a Managed Investment Scheme under the Financial Markets Conduct Act 2013 and is regulated by the FMA.
The Fund is managed to gain exposure to a broadly diversified portfolio of eligible short to intermediate-term, high credit quality global fixed interest and money market securities. Within portfolio constraints, including controls on portfolio maturity, security maturity, credit quality and diversification, the objective of the Fund is to maximise the return of the portfolio.
The Fund targets a position of being fully hedged back to New Zealand dollars.
Dimensional is responsible for making recommendations and decisions about what the Funds invest in.
