Schroder ISF* Digital Infrastructure

Much of the world still does not have access to the internet. We invest in the companies at the forefront of closing the connectivity gap.

The largest companies in the world sell connectivity and information

Where steel, oil or machinery giants once dominated, we now trade in bits and bytes. Digital infrastructure is fast becoming the fourth utility, transforming the modern world from an analogue to a digital economy.

The next frontier? Building and improving the digital infrastructure that forms the foundation of the worldwide digital economy.

*Schroder International Selection Fund is referred to as Schroder ISF.

Why global connectivity matters

From social change to decarbonisation, investing in digital isn’t just about data.

Why digital infrastructure is a long-term opportunity

Tom Walker, Co-head Global Listed Real Assets, explains in 60 seconds.

A fund that strategically targets companies spearheading digital access

Who’s driving the 5G rollout? Developing fibre optic connectivity? And launching ground-breaking data centres? We invest in companies with the potential to gain hugely from the push for worldwide internet access and improvement.

Supporting structural growth, social impact and sustainability

Developed and emerging markets both offer unique opportunities. The worldwide push for digitisation from business and government offers the opportunity to invest in a truly global digital transition.

Data-focused ESG analysis with proprietary tools

Our dedicated data and ESG teams use proprietary tools like CONTEXT, which we developed to create a logical, structured framework to analyse how companies are managing key stakeholder relationships and adapting to social and environmental pressures. And we screen out any companies that don’t meet strict criteria for ESG.

Fund objectives and investment policy

You can find more information on the fund including literature and performance data on our fund centre.

Portfolio managers

Schroder ISF Digital Infrastructure

Tom Walker
Co-Head of Global Listed Real Assets
Hugo Machin
Co-Head of Global Listed Real Assets

Analysts

Schroder ISF Digital Infrastructure

Ben Forster
Equity Analyst, Global Real Estate
Charles Fox
Geospatial Data Scientist

“We live in an information economy: data is the world’s biggest business. These assets underpin the economy and society – they’re the foundations for advances in every sector, from medicine to agriculture. That’s one of the reasons we believe this is such a long-term investment theme.”

Tom Walker

Co-Head of Global Listed Real Assets

What are the risks?

  • Currency risk: The fund may lose value as a result of movements in foreign exchange rates.
  • Derivatives risk: Derivatives may be used to manage the portfolio efficiently. A derivative may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the fund.
  • Higher volatility risk: The price of this fund may be volatile as it may take higher risks in search of higher rewards
  • IBOR risk: The transition of the financial markets away from the use of interbank offered rates (IBORs) to alternative reference rates may impact the valuation of certain holdings and disrupt liquidity in certain instruments. This may impact the investment performance of the fund.
  • Liquidity risk: In difficult market conditions, the fund may not be able to sell a security for full value or at all. This could affect performance and could cause the fund to defer or suspend redemptions of its shares.
  • Market risk: The value of investments can go up and down and an investor may not get back the amount initially invested.
  • Operational risk: Operational processes, including those related to the safekeeping of assets, may fail. This may result in losses to the fund.
  • Performance risk: Investment objectives express an intended result but there is no guarantee that such a result will be achieved. Depending on market conditions and the macro economic environment, investment objectives may become more difficult to achieve.
  • Sustainability risk: The fund has environmental and/or social characteristics. This means it may have limited exposure to some companies, industries or sectors and may forego certain investment opportunities, or dispose of certain holdings, that do not align with its sustainability criteria chosen by the investment manager. The fund may invest in companies that do not reflect the beliefs and values of any particular investor.

Important information:

This webpage does not constitute an offer to anyone, or a solicitation by anyone, to subscribe for shares of Schroder International Selection Fund (the “Company”). Nothing on this webpage should be construed as advice and is therefore not a recommendation to buy or sell shares. An investment in the Company entails risks, which are fully described in the prospectus.

Subscriptions for shares of the Company can only be made on the basis of its latest Key Investor Information Document and prospectus, together with the latest audited annual report (and subsequent unaudited semi-annual report, if published), copies of which can be obtained, free of charge, from Schroder Investment Management (Europe) S.A. For Luxembourg, these documents may be obtained in English, free of charge, from the following link: www.eifs.lu/schroders.

Schroders may decide to cease the distribution of any fund(s) in any EEA country at any time but we will publish our intention to do so on our website, in line with applicable regulatory requirements.

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”).

Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.

Past Performance is not a guide to future performance and may not be repeated.

CONTEXT is a proprietary tool that considers the sustainability of a company’s business model having regard to certain measures and uses both third party data and our own estimates and assumptions and is not an industry standard measure.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of investments to fall as well as rise.

Schroders has expressed its own views and opinions in this document and these may change.

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A summary of investor rights may be obtained from https://www.schroders.com/en/lu/private-investor/footer/complaints-handling/

For your security, communications may be recorded or monitored.

Issued by Schroder Investment Management (Europe) S.A., 5, rue Höhenhof, L-1736 Senningerberg, Luxembourg. Registration No B 37.799.

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

@ Copyright 2022 Schroder Investment Management (Europe) S.A. is subject to the UCITS law of 17 December 2020 and the AIFM law of 12 July 2013.