Schroder ISF* Global Cities

OPPORTUNITY THAT NEVER SLEEPS. Cities already generate more than 80% of world GDP and the real estate within them consistently outperforms national averages**. With urban migration set to increase, global cities will be the lifeblood of economic growth. Invest for profit with purpose.

Global Cities are places where people want to live, work and play. Their key characteristics are: strong infrastructure, diverse economies, advanced ESG polices, skilled labour force, and quality of life and culture. Investing in real estate assets within these cities gives exposure to a diverse range of sectors.

*Schroder International Selection Fund is referred to as Schroder ISF.
**Source: IBRD as at 20 April 2020

Urbanisation is a powerful multi-decade theme

It's expected that by 2050, nearly 70% of the world's population (compared to 55% today) will reside in urban areas.

*Source: UN, as at May 2018

So knowing which cities stand to benefit from this demographic shift means investors can target the right opportunities. Investing in real assets within these cities gives exposure to a diverse range of sectors (from data centres, self-storage and manufactured homes to conventional areas such as offices, retail and industrials) and access to economies that are expected to outperform national averages. 

Global Cities also offer a solution to combatting climate change. With two thirds of carbon emissions focused on cities, the transition to net zero carbon and achieving the goals set out in The Paris Agreement would require changes to first be made in these cities that are backed by sustainability policies. A clear example of the impact cities can make is seen from C40, a network of the world’s megacities that are committed to addressing climate change. 

 These cities’ foundations lie in superior sustainability policies, strong infrastructure, diverse economies, skilled labour and a high quality of life. They attract the best talent worldwide, who contribute to continuing economic growth.

"Global Cities are those which capture the world's attention and investment, they are international hubs for individuals and businesses. It is in these cities you will find world-class universities and enterprises - with governments working hard to ensure they continue to thrive."

Schroder ISF Global Cities

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

Portfolio managers

Global Listed Real Assets

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

Analysts

Global Real Estate Securities, Global Listed Real Assets

Jon Consolo
Equity Analyst, Global Real Estate Securities
Ryan Bennett
Securities Analyst, Real Estate
Ben Forster
Equity Analyst, Global Real Estate
FitchRatingsIMQRExcellent

Fitch Ratings Excellent (as at 16 June 2021)

Square Mile Responsible A

Square Mile Investment Consulting and Research - Responsible A

Towards Sustainability

Febelfin Towards Sustainability

During 2021 the Global Cities fund was subject to sustainability assessments from various parties.  This analysis provides evidence of the rigour and extensive focus we apply  in this crucial area.

In April the fund was awarded the Belgium Febelfin Towards Sustainability accreditation which signifies that it adheres to the highest quality standards for sustainable and socially responsible financial products. 

In October the fund received a ‘Responsible A rating’ from Square Mile Investment Consulting and Research.  The report stated that “ESG considerations are deeply embedded throughout the investment process, with the managers seeking to invest in sustainable real assets that enable society to meet its present needs without compromising the ability of future generations to meet theirs”.

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