Schroder ISF EM Equity Impact
The fund aims to provide capital growth by investing in equities of emerging and frontier markets companies worldwide, or companies which derive a significant proportion of their revenues or profits from emerging markets or frontier markets countries worldwide, which help to advance the United Nations Sustainable Development Goals (“UN SDGs”) and which the investment manager deems to be sustainable investments.
The fund has the objective of sustainable investment within the meaning of Article 9 of Regulation (EU) 2019/2088 on Sustainability-related Disclosures in the Financial Services Sector (the “SFDR”).
Implemented ESG Strategies
ESG Integration
ESG is fully integrated into analysis, stock selection and portfolio construction.
Normative screening
The Fund Managers shall verify whether investee companies are not involved in controversies and violations.
Exclusion
Companies involved in harmful activities that could lead to adverse impacts on sustainability factors will be excluded, the Fund excludes specifically the following sectors:
- Tobacco
- Weapons
- Coal
- Unconventional Oil & Gas
- Conventional Oil & Gas
- Power Generation based on fossil fuels or nuclear energy
Engagement
With engagement, the aim is to focus on positively influencing corporate behaviour, which will lead to improved performance on the topics of the engagement and on the long-term sustainable returns.
Impact investing
The investment manager will select companies from a universe of eligible companies that have been determined as meeting the investment manager's impact criteria. The impact criteria include an assessment of the company's contribution to the UN SDGs. This means that the extent to which companies deliver a direct or indirect positive impact to society in order to advance the UN SDGs together with the impact that these actions could have on a company's value are considered in the assessment of companies.
SFDR Pre-Contractual Disclosures
Sustainability Related Disclosures
Additional Information sustainability practices Schroder ISF EM Equity Impact
Emerging Market Impact Annual Report 22-23Climate Transition Action Plan
Schroders plc Climate Report 2022