Factual snapshot
Dimensional — review
Mechanical, source-cited snapshot of Dimensional's NZ retail managed-fund range. We don't rate or recommend — see a licensed financial adviser for personalised advice.
- Funds tracked
- 6
- Median annual fee
- 0.33%
- Median FMA risk
- 4/7
- Tracked NZ retail AUM
- $1.78 billion
Universe median 0.84%
Standardised 1–7 scale
Sum of fund sizes (6/6 on file)
About Dimensional
Global systematic investment manager (US-headquartered) with a sustainability-screened fund range distributed in NZ as PIEs by FundRock NZ.
- Legal name
- Dimensional Fund Advisors
- Headquarters
- Austin
- Parent
- FundRock NZ (issuer)
Fee position vs peers
Per-asset-class median annual fund charge for Dimensional vs the peer median across all other NZ managers in our coverage. Source: Sorted Smart Investor (FMA Disclose Quarterly Fund Updates).
| Asset class | Dimensional funds | Dimensional median fee | Peer median (n) | Position |
|---|---|---|---|---|
| International FI | 3 | 0.28% | 0.74% (28) | priced 46 bps below the peer median (0.74%) |
| International Equities | 2 | 0.40% | 0.62% (79) | priced 22 bps below the peer median (0.62%) |
| Australasian Equities | 1 | 0.35% | 1.02% (57) | priced 67 bps below the peer median (1.02%) |
Fee is the headline ongoing cost; strategy mix, hedging, performance fees and net return after fees also matter when comparing options.
Risk profile mix
Distribution of Dimensional's 6 funds across the FMA's standardised 1–7 risk indicator. The indicator is calculated from each fund's past five years of unit-price volatility and published on every Quarterly Fund Update.
Dimensional's funds
- Dimensional Australian Sustainability PIE FundAustralasian EquitiesPIE · capped at PIR (max 28%) Responsible / ethical0.35% fee 5/7 risk
- Dimensional Global Sustainability PIE FundInternational EquitiesPIE · capped at PIR (max 28%) Responsible / ethical0.40% fee 5/7 risk
- Dimensional Global Sustainability PIE Fund (NZD Hedged)International EquitiesPIE · capped at PIR (max 28%) NZD hedged Responsible / ethical0.40% fee 5/7 risk
- Dimensional Two-Year Sustainability Fixed Interest PIE FundInternational FIPIE · capped at PIR (max 28%) NZD hedged Responsible / ethical0.25% fee 2/7 risk
- Dimensional Five-Year Diversified Fixed Interest PIE FundInternational FIPIE · capped at PIR (max 28%) NZD hedged0.28% fee 3/7 risk
- Dimensional Global Bond Sustainability PIE FundInternational FIPIE · capped at PIR (max 28%) NZD hedged Responsible / ethical0.32% fee 3/7 risk
Questions about Dimensional
Is Dimensional a good fund manager?
Whether Dimensional suits any individual investor depends on the investor's goals, time horizon, risk tolerance, and how the fund fits an existing portfolio — factors that vary by individual. On this site we surface mechanical, comparable data points: Dimensional runs 6 retail managed funds in our coverage, with a median annual fund charge of 0.33% across that range (vs the NZ universe median of 0.84%), and a median FMA risk indicator of 4 out of 7. For personalised guidance, see a licensed financial adviser.
What does Dimensional charge?
Dimensional's 6 funds in our coverage carry a median annual fund charge of 0.33% (range 0.25% – 0.40%). The annual fund charge is the headline ongoing cost disclosed on every Quarterly Fund Update on the FMA Disclose register. Cross-validate via the per-fund pages, which link to source documents.
How big is Dimensional?
Across the 6 funds with on-file fund-size data, Dimensional's tracked NZ retail AUM totals NZD 1.78 billion. This is the sum of fund sizes disclosed in each fund's most recent Quarterly Fund Update on FMA Disclose and excludes KiwiSaver, wholesale and Australian-domiciled assets. Dimensional may manage materially larger assets in those categories.
Where is Dimensional based?
Dimensional (legal name: Dimensional Fund Advisors) is headquartered in Austin, part of FundRock NZ (issuer). NZ-domiciled PIE wrappers issued by FundRock NZ (part of Apex Group); Dimensional Fund Advisors is the underlying investment manager.
What kind of funds does Dimensional run?
Dimensional's range of 6 funds in our coverage is weighted toward international fi (3 funds). The range also includes 2 international equities funds and 1 australasian equities fund. See the full list at /providers/dimensional/.
Other managers running international fi funds
How we built this snapshot
Fund counts and category mix are from src/data/funds.ts (Range of Funds reconciled to the InvestNow + Sharesies + manager-direct universe). Annual fund charge, FMA risk indicator, five-year return and fund size are extracted from each fund's Quarterly Fund Update via Sorted Smart Investor (a Te Ara Ahunga Ora / Retirement Commission service that mirrors the FMA Disclose register). Cross-validate via each per-fund page, which links to the source PDS and Fund Update on FMA Disclose.
ManagedFundsNZ provides information only, not personalised financial advice. For advice, see a licensed financial adviser.