Dimensional Global Core Equity UCITS ETF

ETF description

This ETF is an actively managed fund that invests in a broadly diversified portfolio of companies of all sizes across developed markets worldwide. Rather than tracking an index, it uses Dimensional’s systematic investment approach, which tilts the portfolio towards companies with characteristics that research has associated with higher expected returns — namely smaller size, lower relative prices, and higher profitability — while maintaining wide diversification and low costs.

This ETF might appeal to investors who want broad global equity exposure as a core holding, but prefer a systematic, research‑driven approach that goes beyond simple index replication. Because it remains highly diversified and benchmark‑aware, its returns are likely to be broadly in line with the global stock market, with the aim of modest outperformance over the long term.

Issuer details

Dimensional Fund Advisors is a global asset manager founded in 1981, with over $900 billion in firmwide assets under management (as at early 2026). Dimensional is known for its systematic, research‑led investment approach, grounded in decades of academic financial science and developed in collaboration with leading economists, including Nobel laureates Eugene Fama and Kenneth French. The firm has significant experience managing active ETFs in the US and Australia, with ETF assets of over $220 billion across more than 40 funds, and listed its first UCITS ETFs in London and Frankfurt in late 2025.

Index details

The fund does not track an index; it aims to maximise long‑term total return. Its performance can be compared against the MSCI World Index, a comprehensive stock market index covering large and mid‑cap companies across developed markets worldwide, although the fund also holds smaller companies and weights its holdings differently to the index.