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Fund manager

Dimensional

Dimensional Fund Advisors

Global systematic investment manager (US-headquartered) with a sustainability-screened fund range distributed in NZ as PIEs by FundRock NZ.

Funds tracked
6
Headquarters
Austin
Parent
FundRock NZ (issuer)
Dimensional websiteRead the Dimensional review →

Peer managers

Other NZ managers in International FI

Scheme governance

Audit, trustee, history

Australasian Equities

NZ and Trans-Tasman shares — active, index and ETF wrappers.

1 fund
Dimensional Australian Sustainability PIE Fund
Fee
0.35%
Risk
5/7
PIE · capped at PIR (max 28%)Responsible / ethical

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

2 funds
Dimensional Global Sustainability PIE Fund
Fee
0.40%
Risk
5/7
PIE · capped at PIR (max 28%)Responsible / ethical
Dimensional Global Sustainability PIE Fund (NZD Hedged)
Fee
0.40%
Risk
5/7
PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

3 funds
Dimensional Two-Year Sustainability Fixed Interest PIE Fund
Fee
0.25%
Risk
2/7
PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical
Dimensional Five-Year Diversified Fixed Interest PIE Fund
Fee
0.28%
Risk
3/7
PIE · capped at PIR (max 28%)NZD hedged
Dimensional Global Bond Sustainability PIE Fund
Fee
0.32%
Risk
3/7
PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical

Questions about Dimensional

How many managed funds does Dimensional offer in New Zealand?▾

Dimensional runs 6 retail managed funds available to New Zealand investors, across 3 asset classes: Australasian Equities, International Equities, International Fixed Interest. Counts are taken from the FMA Disclose register.

What does Dimensional charge?▾

Annual fund charges across Dimensional's 6 funds with published data range from 0.25% to 0.40% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Dimensional a licensed fund manager in New Zealand?▾

Dimensional operates in New Zealand as Dimensional Fund Advisors. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Dimensional's funds PIEs?▾

6 of Dimensional's 6 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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