Schroder ISF European Innovators

The fund aims to provide capital growth in excess of the MSCI Europe (Net TR) index after fees have been deducted over a three to five year period by investing in equities of European companies which help to advance the UN 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.

Sustainability themed investing

The fund is actively managed and invests at least 75% of its assets in sustainable investments, which are investments in companies that contribute towards the advancement of one or more of the UN SDGs using a science or engineering-driven, innovation-led approach.

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.

Link to Fund documentation

SFDR Pre-Contractual Disclosures

Sustainability Related Disclosures

Additional Information sustainability practices Schroder ISF European Innovators

Annual Sustainability Report

Schroders ESG Policy

Climate Transition Action Plan

Schroders plc Climate Report 2022

Schroders Engagement Report

Schroder International Selection Fund is referred to as Schroder ISF throughout this website.

For illustrative purposes only and does not constitute a recommendation to invest in the above-mentioned security / sector / country.

Schroder Alternative Solutions is referred to as Schroder AS throughout this website.

Schroder Special Situations Fund is referred to as Schroder SSF throughout this website.

Schroder Investment Management (Europe) S.A. is subject to the UCITS law of 17 December 2020 and the AIFM law of 12 July 2013.