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.
From social change to decarbonisation, investing in digital isn’t just about data.
Tom Walker, Co-head Global Listed Real Assets, explains in 60 seconds.
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.
You can find more information on the fund including literature and performance data on our fund centre.
Schroder ISF Digital Infrastructure
Schroder ISF Digital Infrastructure
“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.”
Co-Head of Global Listed Real Assets