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LU1984220373

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Analysis and statistics

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About

LU1984220373.EUFUND represents a fund domiciled in Luxembourg, specifically the Dimensional Global Sustainability Core Equity Fund Institutional EUR Acc. This fund aims to provide long-term capital appreciation by investing in a broad and diverse portfolio of global equities while considering sustainability factors. It utilizes a systematic investment approach based on academic research, targeting companies with lower valuations, smaller sizes, and higher profitability, while also integrating environmental, social, and governance (ESG) considerations to identify and exclude companies with certain characteristics deemed unsustainable.
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Factors

Fund Performance: Past returns and relative performance against its benchmark influence investor demand.

Market Conditions: Overall market sentiment, economic growth, and interest rates impact asset valuations.

Fund Holdings: The value of the underlying assets (stocks, bonds, etc.) held by the fund drives its price.

Expense Ratio: Higher fees can detract from returns and make the fund less attractive.

Fund Size: Larger funds can be more stable, but excessively large funds might struggle to deliver alpha.

Management Style: Active or passive management approaches affect returns and volatility.

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