Schroder ISF* Global Energy Transition

SWITCH TO CLEANER INVESTING. The transition towards a cleaner and more sustainable energy system represents the greatest structural shift since the dawn of the Internet. Invest for profit with purpose.

The importance of the energy transition is becoming increasingly clear.

In order to achieve climate change targets, a transition to a low-carbon world will be needed. This will transform the way we produce, distribute and consume energy. 

With $130 trillion of investment into renewable energy required by 2050 to meet climate targets**, the investment opportunity is huge.  

*Schroder International Selection Fund is referred to as Schroder ISF.
**Source: IRENA as at June 2021 

The way that we produce, distribute and consume energy will have to change.

The global energy transition is not just an opportunity, but a necessity.

The impact of global warming

How will a 2°C, 3°C or 4°C temperature increase impact the world?

60 seconds with Mark Lacey

The drivers behind the energy sector’s transition to renewables.

Schroder ISF Global Energy Transition

A fossil fuel and nuclear-free global equity fund investing in companies that are leading the charge in clean energy.  Schroder Global Energy Transition Fund is a high-conviction fund comprising 30-50 companies, diversified by geography and sectors, that targets long-term, sustainable capital growth underpinned by a theme that will run for the decades ahead.  Please refer to the fund prospectus for the full investment objective and policy.

A deep pool of opportunities across the supply chain

The beneficiaries of clean energy are not limited solely to the energy producers. The energy transition will impact the whole supply chain, so we set our sights on energy distributors, equipment manufacturers, storage specialists and the technology companies facilitating the consumption. The result is a deep pool of investment opportunities to choose from. 

Meet the team

Global Energy Transition

Slide 1 of 3

Mark Lacey

Head of Global Resource Equities

Alexander Monk

Portfolio Manager, Global Resource Equities

Felix Odey

Portfolio Manager, Global Resource Equities

Meet the team

Global Energy Transition

Slide 1 of 2

Yashica Reddy

Investment Director

Mannat Chopra

Analyst – Global Resource Equities

"It really is the economics as much as anything that are driving [..the energy transition..] and it will win in the end. "

Michael Bloomberg, CEO of Bloomberg L.P, September 2018 

Awards

FitchRatingsIMQRExcellent

Source: Fitch Ratings, as at 16 June 2021.

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