The Dimensional Two-Year Sustainability 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-term, Investment Grade 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 also takes into account certain non-financial Sustainability Considerations when making investment decisions. The Fund has a Portfolio Carbon Footprint Reduction Goal and seeks to exclude companies involved in particular business practices.
The Fund targets a position of being fully hedged back to New Zealand dollars.
Please refer to the Product Disclosure Statement (PDS) for the definition of the Portfolio Carbon Footprint Reduction Goal, the specific sustainability criteria and more detail about the Fund.
Dimensional is responsible for making recommendations and decisions about what the Funds invest in.
