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.

Schroder ISF Digital Infrastructure

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

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