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ManagedFunds.nz

FMA-registered Managed Investment Scheme

Dimensional Investment Funds

Scheme number: SCH13317

Funds tracked
6
Brand manager
Dimensional
Legal issuer
Fundrock NZ Limited
FMA Disclose register · SCH13317 OFR13318 — Dimensional Investment Funds

Australasian Equities

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

1 fund
Dimensional Australian Sustainability PIE Fund
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
PIE · capped at PIR (max 28%) Responsible / ethical
Dimensional Global Sustainability PIE Fund (NZD Hedged)
PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

3 funds
Dimensional Five-Year Diversified Fixed Interest PIE Fund
PIE · capped at PIR (max 28%) NZD hedged
Dimensional Global Bond Sustainability PIE Fund
PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical
Dimensional Two-Year Sustainability Fixed Interest PIE Fund
PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical

About this scheme

  • A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013. Every NZ retail managed fund operates as part of a registered MIS.
  • The scheme is overseen by a licensed Supervisor (independent entity holding scheme assets in trust) and managed by the Manager (charging fees and making investment decisions).
  • The FMA Disclose register holds the scheme's PDS, SIPO, OMI, Quarterly Fund Updates and full-portfolio holdings disclosures — link above.
  • See the glossary entry for MIS for the full definition.

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