Schroder ISF* Global Climate Change Equity
Climate change is the biggest challenge for the planet in the years and decades to comes. But with change comes opportunity.Investing in climate change is investing in the future
We need to move to a low-carbon economy – and in fact, we already are. Companies are putting plans into action and the technologies we need are mainstream. This shift will transform societies, businesses and industries.
Climate change investing is your chance to capture the potential returns from that – by supporting companies both mitigating against climate change and adapting to a future in a changing climate.
*Schroder International Selection Fund is referred to as Schroder ISF.
A day in the future
What will a low emission economy look like?
60 seconds on climate change investing
Simon Webber, portfolio manager, weighs in on climate change investing.
An actively managed, thematic fund that looks beyond the obvious
Climate change is going to impact every company, so we look for opportunities across a global and diverse opportunity set rather than limit ourselves to particular sectors. In doing this, we can construct a well-diversified portfolio of different companies across sectors, all linked to climate change. We do, however, exclude companies which generate significant revenues from fossil fuels.
And we’re not new to this. We’ve been running this fund since 2007, and it was one of the first of its kind.
We go deeper to find the measures that matter
We don’t rely solely on traditional measures like carbon footprint. We use proprietary tools and analysis to build a more detailed and accurate picture of how companies and industries will evolve and adapt. We’re looking for how climate change will affect revenue, margins, running costs, valuations and the impact on the entire value chain. This gives us the best opportunity to pick those companies that will flourish as part of a low-carbon economy and, ultimately, potentially deliver better returns for you.
Benefit from climate change specialism across key sectors
Our team has investment experience in sectors like technology, energy, utilities, materials and automotive – exactly the ones set to be affected by climate change. We also have a dedicated sustainability team who understand the science of climate change and how it links to economic trends as well as data scientists to provide us with unique insights that others may not be able to spot.
Schroder ISF Global Climate Change Equity
You can find more information on the fund including literature and performance data on our fund centre.
Meet the team
Schroder ISF Global Climate Change Equity
Meet the team
Schroder ISF Global Climate Change Equity
“The goals set out in the Paris Agreement on climate change require a complete decarbonisation of the global economy – which will mean a whole new set of products, services and technologies than we’ve used in the past. It’s very important for investors to align with those changes, and to do so now. Because some of those new technologies – like renewable energy – have really come of age.”
Head of Global Equities