Schroder ISF* Global Sustainable Growth Fund

BUILT TO LAST. Only companies that are managed for the long-term and account for their impact on all stakeholders can deliver outstanding growth consistently over time. Invest for profit with purpose.

Long-term value created through long-lasting relationships

The long-term success of a company is built on a complex ecosystem of sustainable behaviours that, when done right, creates real value both for the company and further afield.

*Schroder International Selection Fund is referred to as Schroder ISF.

A unique approach to building a forward-looking sustainable portfolio

A detailed assessment of sustainability is incorporated into our research process via our proprietary Sustainability Quotient (SQ) framework. This is an in-depth, forward-looking, qualitative assessment of the long-term sustainability of a company’s business model and growth prospects based on stakeholder relationships. This helps us identify ‘good’ companies that are also good investments.

Bringing together Schroders’ capabilities to uncover the sustainable winners of the future

A genuine collaboration between the Schroders’ Global & International Equity and Sustainability Teams, leveraging the strength of Schroders’ fundamental research resources and expertise on sustainability and stewardship. We build upon the work by the Schroders dedicated Sustainability team, who conduct top-down thematic research across areas, such as climate change, the use of plastics and cybersecurity, that complements the bottom-up research carried out by the team 

Investing is only one piece of the puzzle, active engagement is key

Sustainable investing is as much about how we own companies as it is about those we choose to buy. As long-term shareholders, we regard ourselves as an active owner of the companies in which we invest. Engagement is therefore central to the strategy’s approach; we believe we can make positive changes to company practices and serve to improve shareholder returns and broader societal outcomes.

GSGinvestmentprocess

Portfolio Managers

Global Sustainable Growth

Scott MacLennan

Portfolio Manager

"The symbiotic relationship between a company and its stakeholders implies a notion of ‘corporate karma’ that can help a socially responsible business thrive in the long term."

FitchRatingsIMQRExcellent

Source: Fitch Ratings, as at 16 June 2021.

Risk considerations

  • Concentration risk: The fund may be concentrated in a limited number of geographical regions, industry sectors, markets and/or individual positions. This may result in large changes in the value of the fund, both up or down.
  • Currency risk: The fund may lose value as a result of movements in foreign exchange rates.
  • Derivatives risk:  Derivatives may be used to manage the portfolio efficiently. A derivative may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the fund.
  • IBOR risk: The transition of the financial markets away from the use of interbank offered rates (IBORs) to alternative reference rates may impact the valuation of certain holdings and disrupt liquidity in certain instruments. This may impact the investment performance of the fund.
  • Liquidity risk: In difficult market conditions, the fund may not be able to sell a security for full value or at all. This could affect performance and could cause the fund to defer or suspend redemptions of its shares.
  • Operational risk: Operational processes, including those related to the safekeeping of assets, may fail. This may result in losses to the fund.
  • Performance risk: Investment objectives express an intended result but there is no guarantee that such a result will be achieved. Depending on market conditions and the macro economic environment, investment objectives may become more difficult to achieve.
  • Sustainable Investing Risk: The fund applies sustainability criteria in its selection of investments. This investment focus may limit the fund's exposure to companies, industries or sectors and the fund may forego investment opportunities that do not align with its sustainability criteria chosen by the investment manager. As investors may differ in their views of what constitutes sustainability, the fund may invest in companies that do not reflect the values of any particular investor.
  • Higher volatility risk: The price of this fund may be volatile as it may take higher risks in search of higher rewards.
  • Market risk: The value of investments can go up and down and an investor may not get back the amount initially invested.

Past performance is no guarantee of future performance. The value of investments and the income from them can go down as well as up, and you (or your clients) might not get back what you originally invested.