Dimensional Funds plc - Sub-funds name changes notifications

Dear client

We have been notified that the European Securities and Markets Authority (ESMA) has issued guidelines on funds’ names using ESG or sustainability-related terms) in their names (the ESMA Naming Guidelines) which will apply to the Sub-Funds from 21 May 2025. In order for the Sub-Funds to comply with the ESMA Naming Guidelines it is proposed to (i) change the name of the Sub-Funds and (ii) make certain amendments to the investment policies of the Sub-Funds to apply the EU Paris-aligned Benchmark exclusions to investee companies and the screening of sovereign issuers for the fixed income Sub-Funds.

Please see below the funds impacted. 

 Please also see attached the notification we have received. 

Kind regards