DFSB broadly invests in investment-grade corporate and government debt securities from developed markets. The fund aims to capture returns from higher-risk and longer-term securities while making adjustments depending on their expected term and credit premiums. While the fund invests in those that mature within 20 years from their settlement date, the weighted average duration is maintained to be close to its broad-based benchmark, the Bloomberg Global Aggregate Bond Index. At least 40% of assets are invested in non-US debt securities. During unfavorable market conditions, non-US exposure is reduced to at least 30%. Furthermore, the fund hedges its foreign currency exposure. As such, it may enter foreign currency forward contracts and credit default swaps. The fund may also use derivatives or engage in securities lending. In addition, the advisor makes environment and other sustainability considerations in their investment process, when applicable. It could overweight securities based on sustainability impacts and other factors. As an actively managed fund, the portfolio managers have full discretion to make investment decisions for portfolio at any time.
公司网站 :
https://www.dimensional.com/us-en/funds/dfsb/global-sustainability-fixed-income-etf
总经理:-
建立时间:2022
公司总部:Dimensional Global Sustainability Fixed Income ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds