Schroder ISF Global Climate Change Equity

The fund aims to provide capital growth by investing in equities of companies worldwide which the investment manager believes will benefit from efforts to accommodate or limit the impact of global climate change and which meet the investment manager's sustainability criteria.

The fund has environmental and/or social characteristics within the meaning of Article 8 of Regulation (EU) 2019/2088 on Sustainability-related Disclosures in the Financial Services Sector (the “SFDR”). This means that the fund maintains a higher overall level of avoided emissions sustainability score than its sustainability benchmark based on the investment manager’s rating system.

ESG Integration

ESG is fully integrated into analysis, bond 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.

Sustainable themed investing

The Fund adopts a thematic approach and selects companies that have significant direct industry exposure to climate change trends (mitigation - reducing greenhouse gas (GHG) emissions through energy efficiency, renewable power, and cleaner vehicles or adaptation - those that are preparing for the impacts of climate change, for example water stress, coastal flooding, community health issues, or supply chain disruptions, among other issues).

Objective to outperform BM on ESG indicator

The fund maintains a higher overall sustainability score than the MSCI AC World (Net TR) index based on the investment manager's rating system.

Link to the fund documentation

SFDR Pre-Contractual Disclosures

Sustainability-Related Disclosures

Additional Information sustainability practices Schroder ISF Global Climate Change Equity