Schroder ISF Healthcare Innovation
The fund aims to provide capital growth by investing in equities of healthcare and medical related companies worldwide which the investment manager deems to be sustainable investments.
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
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 serious, repetitive and structural violations against internal norms and standards of conduct.
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
The fund manager engages with investee companies, aiming to positively influencing corporate behaviour, which may lead to improved performance and longer term sustainable returns.
Sustainably Themed Investing
The Fund adopts a thematic approach 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 by promoting growth in healthcare provision and medical treatments and improving healthcare standards using an innovation-led approach.
Portfolio tilting: over/under weighting
Position sizes are determined by the manager's expectations for risk adjusted returns, where proprietary ESG 'scores' are used as an input into our growth expectations and risk assessment for a stock. Higher ESG scores will, all else being equal, lead to higher weights and vice versa.
Beating a benchmark
The fund maintains a higher overall sustainability score than the MSCI AC World (Net TR) index based on the investment manager's internal rating system.
SFDR Pre-Contractual Disclosures
Sustainability Related Disclosures
Additional Information sustainability practices Schroder ISF Healthcare Innovation
Annual Sustainability Report
Climate Transition Action Plan
Schroders plc Climate Report 2022