Schroder ISF Global Energy Transition
The fund aims to provide capital growth by investing in equities of companies worldwide that the investment manager believes are associated with the global transition towards lower-carbon sources of energy 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”). This means that the fund invests at least 75% of its assets in sustainable investments within the meaning of SFDR.
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.
Best-in-class/universe selection
After defining the ‘ESG negatively screened universe’, each company is awarded a score based on its sustainability criteria and will be categorized based on the score.
Sustainable themed investing
The Fund adopts a thematic approach and invests at least 75% of its assets in sustainable investments, which are investments that contribute towards the global transition towards lower-carbon sources of energy such as lower-carbon energy production, distribution, storage, transport and associated supply chain, material provider and technology companies.
SFDR Pre-Contractual Disclosures
Sustainability-Related Disclosures
Additional information sustainability practices Schroder ISF Global Energy Transition
Climate Transition Action Plan
Schroders plc Climate Report 2022