Schroder ISF Global Sustainable Convertible Bond
The fund aims to provide capital growth by investing in convertible bonds issued by companies worldwide 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”). The fund maintains a higher overall sustainability score than its sustainability benchmark based on the investment manager’s rating system.
Implemented ESG Strategies
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.
Objective to outperform BM on ESG indicator
The fund maintains a higher overall sustainability score than the sustainability benchmark (Thomson Reuters Global) based on the investment manager's rating system.
SFDR Pre-Contractual Disclosures
Sustainability Related Disclosures
Additional Information sustainability practices Schroder ISF Global Sustainable Conv Bond
Climate Transition Action Plan
Schroders plc Climate Report 2022