# Dimensional Investment Funds

> FMA-registered Managed Investment Scheme containing 6 retail managed funds. Scheme name sourced from the FMA Disclose register via Sorted Smart Investor. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **FMA scheme number:** SCH13317
- **Brand manager:** Dimensional (Dimensional Fund Advisors), parent FundRock NZ (issuer)
- **Legal issuer:** Fundrock NZ Limited
- **Funds in our coverage:** 6
- **Asset classes covered:** 3 (Australasian Equities, International Equities, International FI)
- **Offer document(s):** OFR13318 (Dimensional Investment Funds)
- **Last verified:** 2026-05-22

## About this scheme

A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013 that pools investor money for collective investment. Dimensional Investment Funds is an MIS registered with the FMA as SCH13317. Dimensional is the brand manager whose funds sit within the scheme. The scheme is issued by Fundrock NZ Limited, which holds the FMA licence and is the legal entity on the offer documents.

## Funds in this scheme (6)

### Australasian Equities (1)

- [Dimensional Australian Sustainability PIE Fund](https://managedfunds.nz/funds/dimensional/australian-sustainability/) — PIE, responsible investment

### International Equities (2)

- [Dimensional Global Sustainability PIE Fund](https://managedfunds.nz/funds/dimensional/global-sustainability/) — PIE, responsible investment
- [Dimensional Global Sustainability PIE Fund (NZD Hedged)](https://managedfunds.nz/funds/dimensional/global-sustainability-hedged/) — PIE, NZD hedged, responsible investment

### International Fixed Interest (3)

- [Dimensional Five-Year Diversified Fixed Interest PIE Fund](https://managedfunds.nz/funds/dimensional/five-year-diversified-fixed-interest/) — PIE, NZD hedged
- [Dimensional Global Bond Sustainability PIE Fund](https://managedfunds.nz/funds/dimensional/global-bond-sustainability/) — PIE, NZD hedged, responsible investment
- [Dimensional Two-Year Sustainability Fixed Interest PIE Fund](https://managedfunds.nz/funds/dimensional/two-year-sustainability-fixed-interest/) — PIE, NZD hedged, responsible investment

## Per-fund Markdown feeds

Every fund above has a machine-readable Markdown twin at `<canonical>markdown.md` and a structured-data twin at `<canonical>data.json`. Example:

- HTML: https://managedfunds.nz/funds/dimensional/australian-sustainability/
- Markdown: https://managedfunds.nz/funds/dimensional/australian-sustainability/markdown.md
- JSON: https://managedfunds.nz/funds/dimensional/australian-sustainability/data.json

## Sources

- **FMA Disclose register** (search for SCH13317): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=SCH13317
- **Brand manager website:** https://www.dimensional.com
- **Scheme profile (HTML):** https://managedfunds.nz/schemes/sch13317/

## Citations (authoritative primary sources)

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/ (publisher: Financial Markets Authority, NZ)
- Inland Revenue — PIE / PIR rules — https://www.ird.govt.nz/roles/portfolio-investment-entities
- Financial Markets Conduct Act 2013 — https://www.legislation.govt.nz/act/public/2013/0069/latest/DLM4090578.html
- Sorted Smart Investor (cross-validation only) — https://smartinvestor.sorted.org.nz/

## This file

- **Canonical HTML:** https://managedfunds.nz/schemes/sch13317/
- **Markdown (this file):** https://managedfunds.nz/schemes/sch13317/markdown.md
- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-22
- **Reuse licence:** citation with link back to the canonical HTML is granted. No paid redistribution. Full terms: https://managedfunds.nz/llms-policy.txt

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ManagedFundsNZ is independent. We are not a Financial Advice Provider. This page is general information sourced from the FMA Disclose register; it is not personalised financial advice. Read the current PDS and consider talking to a licensed adviser before investing.