Schroder ISF Sustainable Multi-Asset Income
A fund on the List of ESG Funds in Hong Kong.[1]Income and Impact. Sustainably.
Looking to invest for financial returns and better outcomes for the world we live in?
Introducing Schroder ISF Sustainable Multi-Asset Income, a new fund that has been designed for investors who want to make a lasting impact on society and the environment, without sacrificing income.
What’s driving the growth of sustainable investing?
ESG regulation is growing exponentially:
Social and regulatory pressures are forcing companies to take greater responsibility for the actions they create.
- 54% fall in BP share price due to oil spill incident
Source: Bloomberg. For illustrative purposes only and not to be viewed as a recommendation to buy or sell.
- 20% projected cash flow losses of global listed companies if carbon prices rise to $100/tonne
Source: Schroders, Carbon Value-at-Risk (VaR) tool
This can significantly impact a company’s profitability and ability to deliver returns. Companies that prioritise sustainability issues are better placed to maintain growth and returns over the long term.
Growing public concern:
57% of people feel positive about the idea of investing only in sustainable funds
Source: Schroders Global Investor Study 2021
Your future is shaped by action. Schroders can help.
Monthly income of 6% p.a.* from sustainable sources
(applicable to A Dis share classes USD Hedged MF / AUD Hedged MF / HKD Hedged MF. Dividend may be paid out of capital.)
A global multi-asset approach that invests across asset classes and regions improves the odds to achieve both sustainability objectives and steady income.
Diversification also provides access to investments or strategies that specifically target better sustainable outcomes, like renewable energy equities or green bonds.
We invest directly through bottom-up selection to identify high-yielding sustainable securities.
*For distribution share classes/units, the distribution rate is not guaranteed. Distribution yield is not indicative of the return of the fund. Distributions maybe paid out of the capital of the fund at the Manager’s discretion. This amounts to a return or withdrawal of part of the amount you originally invested or capital gains attributable to that and may result in an immediate decrease in the net asset value per share or decrease in the value of units of the relevant Distribution Units.
Source: Schroders. Sectors mentioned are for illustrative purposes only and not a recommendation to buy or sell.
100% analysed from a sustainability perspective
100% of the fund’s holdings are analysed from a sustainability perspective.
We do this in a number of ways:
ESG integrated research process
We analyse the long-term implications of ESG themes on returns.
Extensive ESG screening
Stringent screens (vs. the index) are put in place to exclude controversial investments.
Active engagement
Active engagement with companies to promote more sustainable business practices.
Positive transition stories and ESG themes
We identify companies with improving ESG scores and favour themes aligned with the UN’s Sustainable Development Goals (SDGs).
Proprietary ESG toolkit for best-in-class ideas
Most sustainability funds rely on third party scoring or screening for ESG analysis, but these are typically inconsistent and backward looking.
We’ve developed a unique platform of tools to measure the impact of our investments on ESG issues, using a vast traditional and non-traditional data set.
This gives us the best opportunity to identify sustainable companies that are able to maintain above average growth and returns over the long term.
A company's contributions and costs to society can be quantified
- 55% estimated fall in profits of listed companies if all ESG impacts become crystallised as financial costs.
- 1/3 of listed companies will become loss-making as a results.
Source: Schroders, SustainEx tool
Expertise of Schroders multi-asset & ESG teams
Finding decent income while meeting sustainability objectives is complex, but let us do the hard work for you.
The fund is managed by a highly experienced specialist multi-asset income team that is well-integrated with Schroders’ global resources, including a dedicated sustainable investment team.
Sustainability at Schroders
Our experience and expertise
- 21+ years of ESG integration
- 44 dedicated ESG specialists
- FULL ESG integrated across our managed assets2
- A+ UN PRI annual assessment3
- Founding member of Net Zero Asset Manager initiative
Source: Schroders, March 2022 unless otherwise stated.
Schroders also supports the Sustainable Development Goals
Related documents
Schroder ISF Sustainable Multi-Asset Income
You can find more information on the fund including literature and performance data on our fund centre.
Find out more
Schroder International Selection Fund is referred to as Schroder ISF.
The fund has environmental and/or social characteristics within the meaning of Article 8 of Regulation (EU) 2019/2088 on Sustainability-related Disclosures in the Financial Services Sector (the “SFDR”).
1 The list of ESG funds does not constitute an SFC official recommendation of these products or a guarantee of their ESG attributes or related performance. SFC authorization does not mean the product is suitable for any particular investor. For more details, please read https://www.sfc.hk/en/Regulatory-functions/Products/List-of-ESG-funds.
2 For certain businesses acquired during the course of 2020 and 2021 we have not yet integrated ESG factors into investment decision-making. There are also a small number of strategies for which ESG integration is not practicable or now possible, for example passive index tracking or legacy businesses or investments in the process of or soon to be liquidated, and certain joint venture businesses are excluded.
3 PRI, 2015 - 2020 Assessment Reports.