Dimensional Sustainability Growth Model Portfolio

Product Name

Dimensional Sustainability Growth Model Portfolio

Issuer

Dimensional Fund Advisors

Category

Investment

Type

SMA - via Platform only

Target

Wholesale, Institutional

Certified Since

2022

Asset Classes

Diversified / Multi-asset

Markets

Australia

Investment Approaches

ESG Integration, Negative Screening

It Includes:

    It has some level of screening for:

    • Riaa icons 41 Alcohol
    • Riaa icons 56 Animal cruelty
    • Riaa icons 36 Armaments
    • Riaa icons 33 Fossil fuels
    • Riaa icons 42 Gambling
    • Riaa icons 52 Human rights abuses
    • Riaa icons 38 Labour rights violations
    • Riaa icons 99 Pornography
    • Riaa icons 35 Tobacco

    It fully excludes:

      Overview

      To provide a total return, consisting of capital appreciation and income, by gaining exposure to a diversified portfolio of securities listed on approved developed and emerging markets, and domestic and global fixed interest securities. Exposure is adjusted to consider certain sustainability considerations including but not limited to environmental and social issues.


      Description


      Dimensional takes certain environmental and social considerations into account when selecting, retaining or realising investments of the underlying funds. 
      The Dimensional Sustainability Growth Model Portfolio may suit those investors seeking exposure to a diversified portfolio primarily invested in equities while taking into account certain sustainability considerations. 
       
      In considering environmental and sustainability impact and other social factors (“Sustainability Criteria”) that Dimensional believes may be important to investors, Dimensional may consider carbon and other greenhouse emissions, or potential emissions, land use, biodiversity, involvement in toxic spills or releases, operational waste, water use, tobacco, child labour, alcohol, adult entertainment, gambling, factory farming activities, palm oil, personal firearms, manufacture of cluster munitions and landmines and manufacture and maintenance of nuclear weapon systems among other factors. In particular, Dimensional may exclude securities of issuers that Dimensional considers to have high carbon or greenhouse gas emissions or reserves that may produce those emissions. 
       
      Based on research and ratings information, Dimensional will determine an overall impact score for the issuer of the security and will consider that impact score when determining whether the security should, relative to a portfolio without these considerations: (i) be excluded from the Trust’s securities holdings; (ii) have its weight decreased within the Trust; (iii) be held with no adjustment to its weight within the Trust; or (iv) have its weight increased within the Trust. 
       
      Dimensional may also exclude or decrease the weight of specific securities due to concerns over any specific factor. These Sustainability Criteria, impact scores and other security weightings are subject to review and amendment by Dimensional. Dimensional may engage third party service providers to provide research and/or ratings information related to the Sustainability Criteria with respect to securities in the Trust, where information is available from such providers. 
       
      For the Sustainability Trusts that are Fixed Interest Trusts, in addition to excluding or underweighting securities of corporate issuers based upon the Trust’s Sustainability Criteria, the Trust also will generally exclude or underweight securities of supranational organisations and certain nonsovereign governmental agencies that may be less sustainable as compared to other similar issuers, based upon the Trust’s Sustainability Criteria. The Trust’s investments in securities of sovereign issuers are generally not subject to the Sustainability Criteria identified above. Dimensional, however, considers securities issued by governmental, quasi-governmental, governmental agency and instrumentality, and supranational agency issuers to be consistent with the Trust’s strategy of investing in sustainable investments. 
       
      Sustainability Criteria and impact scores are generally reviewed in accordance with updates from third party service providers where these are used generally on at least an annual basis. When, upon review, an investment no longer complies with the investment guidelines (or its impact score changes), Dimensional will generally take a patient approach to either divestment or appropriate changes to weightings.

      Other products certified by the Responsible Investment Association Australasia (RIAA)

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      Dimensional Emerging Markets Sustainability Trust

      Dimensional Global Bond Sustainability Trust - AUD Class Units

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      Dimensional Global Sustainability Trust Unhedged Class

      Dimensional Sustainability Balanced Model Portfolio

      Dimensional Sustainability High Growth Model Portfolio

      Dimensional Sustainability World Allocation 70/30 Trust

      Dimensional Two-Year Sustainability Fixed Interest Trust - AUD Class Units

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