Schroder Global Sustainable Equity Fund
Invest into an actively managed, ESG conscious, index unconstrained, highly diversified global equity fund (Wholesale Class APIR SCH0040AU).
Combining Value and Quality strategies
Access to strategies that tend to deliver investment returns at different stages of the economic cycle provides potential outperformance across various market environments.
Globally unconstrained sustainable investing
Invested across the market capitalisation spectrum by weighting stocks based on fundamentals, not size, and active in areas of ESG through exclusions, research and engagement with companies from time to time where we have potential ESG concerns.
Diversification minimises stock-specific risk
Diversified across more than 250 stocks maximises opportunities across sectors and countries while minimising stock-specific risk.
Introducing the Schroder Global Sustainable Equity Fund
The Schroder Global Sustainable Equity Fund is an actively managed, ESG conscious, index unconstrained, highly diversified quantitative equity product (QEP). The objective of the Fund is to generate long-term returns before fees in excess of traditional capitalisation weighted global equity indices.
The Fund also targets a weighted average carbon intensity lower than the benchmark index as set out by its Carbon Intensity Goal Objective.1
Actively managed sustainable investing
We focus on two strategies we assess as key drivers of long-term equity returns: stock valuation (dividends, cash flow, earnings and assets) and business quality (as defined by measures of company profitability, stability, financial strength, structural growth and governance.
Why Schroders?
Deep research and portfolio construction capabilities
The Fund’s investment team has the resources and experience to research an exceptionally broad investment universe of over 10,000 stocks. The Fund’s high level of diversification minimises stock-specific risk without sacrificing conviction, enabling investment wherever we find the best investment opportunities that take ESG factors into account.
Quantitative investing
Our dedicated and well-resourced quantitative equity product (QEP) investment team has clear ownership and accountability for meeting the investment objective of the Fund.
ESG investing expertise
We look at both a company’s profits and how it generates them. So alongside risk and return, we consider a third dimension – ESG risk – which is embedded into our sustainable fund investment process. We find that only by considering these three pillars together can we uncover a company’s real investment potential.
If you need to find out more about the Schroder Global Sustainable Equity Fund
Related documents
Meet the fund managers
Investors in the Schroder Global Sustainable Equity Fund stand to benefit from the expertise and experience of the portfolio management teams across global equity investing as well as from other teams within Schroders.
Ways to invest in the Schroder Global Sustainable Equity Fund
Before investing in the Schroder Global Sustainable Equity Fund, please read the product disclosure statement (PDS), target market determination (TMD), the accompanying additional information booklet, and the financial services guide (FSG). You can also learn more about investing directly by filling out our paper application form, or online application form. If you need help, you can contact our team.
Invest directly
Complete the paper application form or online application form. The minimum investment amount is $20,000 for wholesale class.
Contact our team
For further information about investing in the fund, please speak to a member of the Schroders team.
The role of the Schroder Global Sustainable Equity Fund in your portfolio
A component of an equity allocation – The Fund can be combined with other international equity holdings to provide diversification and a different source of return.
An alternative asset allocation – The Fund can be used as an alternative allocation to potentially strengthen the risk-return profile of investment portfolios.
The Schroder Global Sustainable Equity Fund is likely to be appropriate for a consumer seeking capital growth for a small component of their portfolio, with a high or very high risk and return profile.
The Fund is unlikely to be suitable for a consumer seeking capital preservation or income. The Fund is also unlikely to be suitable for consumers seeking a standalone solution with a low risk and return profile or a short investment timeframe.
Disclaimers
1Carbon Intensity Goal Objective: Schroders’ goal is that the Weighted Average Carbon Intensity of the Fund will be lower relative to the MSCI AC World ex Australia ex Tobacco Index Weighted Average Carbon Intensity. This will be achieved by selecting companies using Schroders’ own proprietary tools to identify and assess a company's environmental characteristics. More specifically, companies in the investment universe are assessed on their environmental profile including climate change related risks alongside broader environmental impacts and opportunities. The environmental characteristics of a company will impact the eligibility of the company for inclusion in the portfolio and sizing of its position in each Fund.
Investment in this Fund may be made on an application form accompanying the current Product Disclosure Statement (PDS) for the Fund which is available from Schroder Investment Management Australia Limited (Schroders) (ABN 22 000 443 274, AFS Licence 226473). The information contained in this material is general information only and does not take into account your objectives, financial situation or needs. Before acting on the information contained in this material you should obtain a copy of the PDS and consider the appropriateness of the information in regard to your objective, financial situation and needs before making any decision about whether to invest, or continue to hold.
The repayment of capital and performance in the Fund is not guaranteed by Schroders or any other party. Opinions constitute our judgement at the time of issue and are subject to change. Past performance is not an indicator of future performance. Investment guidelines represented are internal only and are subject to change without notice. Schroders may record and monitor telephone calls for security, training and compliance purposes.