Schroder ISF* Global Sustainable Food and Water

Investing in food and water systems for a sustainable future

By 2050, food and water systems should look nothing like they do today

These systems need to reduce greenhouse gas emissions and adapt to a changing climate. They must also improve biodiversity, while reducing pollution and waste – and encouraging healthier diets globally.

Early estimates suggest that this structural shift will need around $30 trillion of capital reallocation by 2050. This significant step change in investment rates promises opportunities for investors across the entire food and water value chain.

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

What does sustainable food and water look like?

We’ll need to produce 70% more food and water, needing 70% fewer resources

What are the opportunities?

Mark Lacey, Head of Global Resource Equities, examines the case for investment

A fund that invests from farm to fork

Sustainable agriculture. Healthy eating. Recyclable packaging. We invest across multiple markets across the food and water industry. And we only choose companies aligned with at least one of the UN Sustainable Development Goals on climate change, health and food.

We break it down into six focus areas

  1. Water management: water treatment, infrastructure, utilities and recycling
  2. Agricultural equipment: advanced farming equipment and technologies; food processing and testing
  3. Agricultural inputs: biotech fertilisers and advanced seeds, animal welfare, crop protection and pest control
  4. Food production and processing: sustainable farming and fishing, healthy food and drink
  5. Packing, distribution and recycling: food trading, transport and storage; sustainable packaging
  6. Food retail: sustainable food stores, restaurants and services

Fund objectives and investment policy

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

Portfolio managers

Schroder ISF Global Sustainable Food and Water

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Mark Lacey

Head of Global Resource Equities

Alexander Monk

Portfolio Manager, Global Resource Equities

Felix Odey

Portfolio Manager, Global Resource Equities

Product Director

Schroder ISF Global Sustainable Food and Water

Yashica Reddy

Investment Director

“If left unchecked, food and water will account for the entire world’s carbon budget by 2050. So the industry must – and is about to – undergo massive transformation. That leaves a very strong investment phase ahead of us.”

Mark Lacey

Head of Global Resource Equities

Related document

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Fund snapshot

What are the risks?

  • Sustainability Risk Factor: The fund has the objective of sustainable investment. This means it may have limited exposure to some companies, industries or sectors and may forego certain investment opportunities, or dispose of certain holdings, that do not align with its sustainability criteria chosen by the investment manager. The fund may invest in companies that do not reflect the beliefs and values of any particular investor.
  • 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.
  • Emerging Markets & Frontier risk: Emerging markets, and especially frontier markets, generally carry greater political, legal, counterparty, operational and liquidity risk than developed markets.
  • 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.
  • IBOR: 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.
  • 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.

Important information:

This webpage does not constitute an offer to anyone, or a solicitation by anyone, to subscribe for shares of Schroder International Selection Fund (the “Company”). Nothing on this webpage document should be construed as advice and is therefore not a recommendation to buy or sell shares. An investment in the Company entails risks, which are fully described in the prospectus.

Subscriptions for shares of the Company can only be made on the basis of its latest Key Investor Information Document and prospectus, together with the latest audited annual report (and subsequent unaudited semi-annual report, if published), copies of which can be obtained, free of charge, from Schroder Investment Management (Europe) S.A. For Luxembourg, these documents can be obtained in English at www.schroders.luSchroders may decide to cease the distribution of any fund(s) in any EEA country at any time but we will publish our intention to do so on our website, in line with applicable regulatory requirements.

The fund has the objective of sustainable investment within the meaning of Article 9 of Regulation (EU) 2019/2088 on Sustainability-related Disclosures in the Financial Services Sector (the “SFDR”). For information on sustainability-related aspects of this fund please go to www.schroders.com. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy. Past Performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of investments to fall as well as rise.

Schroders has expressed its own views and opinions on this webpage and these may change. Schroders will be a data controller in respect of your personal data. For information on how Schroders might process your personal data, please view our Privacy Policy available at www.schroders.com/en/privacy-policy/ or on request should you not have access to this webpage.

A summary of investor rights may be obtained from https://www.schroders.com/en/lu/private-investor/footer/complaints-handling/ For your security, communications may be taped or monitored. Issued by Schroder Investment Management (Europe) S.A., 5, rue Höhenhof, L-1736 Senningerberg, Luxembourg. Registration No B 37.799.

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Schroder International Selection Fund is referred to as Schroder ISF throughout this website.

For illustrative purposes only and does not constitute a recommendation to invest in the above-mentioned security / sector / country.

Schroder Investment Management (Europe) S.A. is subject to the UCITS law of 17 December 2010 and the AIFM law of 12 July 2013.