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.

Learn more about global equities investment at Schroders.

If you need to find out more about the Schroder Global Sustainable Equity Fund

Related documents

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Performance report
Product disclosure statement
Target market determination
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Annual report
Additional information booklet
Fund data

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.

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Lukas Kamblevicius

Co-Head of QEP Investment Team

Stephen Langford, CFA

Co-Head of QEP Investment Team

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), the accompanying additional information booklet, and the financial services guide (FSG). You can also learn about investing with us or contact us with questions.

Invest directly

Complete the paper application form or online application form. The minimum investment amount is $20,000 for wholesale class. Professional class is not available for this fund.

Contact our team

For further information about investing in the Fund, please speak to a member of the Schroders team.

Global Equities related insights

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.