Zurich Life Dimensional Global Core Equity Lower Carbon ESG Screened
Equity Socially Responsible
The investment objective of the Global Core Equity Lower Carbon ESG Screened Fund ("Fund") is to seek to maximise long-term total return. A fuller statement of the investment policy is available in the prospectus and KIID and/or KID, as applicable.
208.20
EUR
+67.71 (+48.20%) past 3 year
as of 18 May 2026Fund insights
Detailed information extracted from the fund factsheet.
Managed by Dimensional Fund Advisors
Derivatives, if used, can be subject to risks such as leverage, market, counterparty, liquidity, interest rate and credit risks.
ESG & sustainability
The Fund promotes sustainability in accordance with Article 8 of Regulation (EU 2019/2088) on sustainability related disclosures in the financial services sector (SFDR). The Fund does not have sustainability investment as its objective but as part of the Fund’s investment policy, the Investment Manager does take into account the sustainability impact associated with securities when making investment decisions for the Fund. While the Fund promotes sustainability and the Investment Manager takes into account sustainability impact considerations, the Fund’s investments are not evaluated against the EU criteria for environmentally sustainable economic activities and, therefore, the “do no significant harm” principle does not apply to the Fund’s investments. Any references herein to “sustainable” or “sustainability” do not indicate that the ESG Funds commit to make sustainable investments within the meaning of the Sustainable Finance Disclosure Regulation (SFDR). The ESG Funds may promote environmental and/or social characteristics but do not commit to make sustainable investments.
Frequently asked questions
Common questions about Zurich Life Dimensional Global Core Equity Lower Carbon ESG Screened.
GLOBAL CORE EQ LOWER CARBON ESG SCRND (EUR, ACC.) invests primarily in global equities, with a long-term aim of maximising total return. It is actively managed by Dimensional Fund Advisors and is benchmarked against the MSCI World Index (net div., EUR). The portfolio includes large global companies across sectors such as information technology, financials, industrials and health care.
GLOBAL CORE EQ LOWER CARBON ESG SCRND (EUR, ACC.) promotes sustainability under Article 8 and takes sustainability impact into account when selecting securities. It also follows lower-carbon and ESG screening as part of the investment process. This can limit the range of companies it can invest in, which means some opportunities may be excluded because of the fund’s sustainability considerations.
GLOBAL CORE EQ LOWER CARBON ESG SCRND (EUR, ACC.) has a global focus, with holdings shown across the United States, Japan, Canada, the United Kingdom and Switzerland. Its top holdings include Apple, NVIDIA, Amazon, Meta Platforms, Microsoft, Alphabet, Broadcom, Johnson & Johnson, Walmart and JPMorgan Chase. This gives the fund broad exposure to some of the world’s largest listed companies.
GLOBAL CORE EQ LOWER CARBON ESG SCRND (EUR, ACC.) can go down as well as up, and investors could lose some or all of their money. Key risks include international, political and economic risk, which means overseas markets can be affected by events in individual countries or regions. The fund may also face volatility, liquidity and style-specific risks, meaning its value can move sharply and some holdings may be harder to buy or sell quickly.
GLOBAL CORE EQ LOWER CARBON ESG SCRND (EUR, ACC.) is designed for investors seeking long-term growth through a globally diversified equity portfolio. It may appeal to investors who want exposure to large global companies while also considering lower-carbon and ESG factors. The fund is not focused on capital protection, so it is better suited to investors who can accept share-price fluctuations over time.
Zurich Life Dimensional Global Core Equity Lower Carbon ESG Screened
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