Impact Driven Range
Investing for positive impact while targeting financial returnsStrategies and asset classes
Cross-asset impact platform
Spanning listed equity, private equity, listed debt, private debt, infrastructure equity, infrastructure debt, real estate and multi-asset solutions.
Returns with positive impact
We aim for strong financial returns while measuring, tracking and reporting on the impact so you know the contribution of your investment.
Diversification and protection
Our impact portfolios offer diversification, typically demonstrating lower market correlation and offering downside protection due to their rigorous selection process.
Six reasons to allocate to impact in a portfolio
Hear from Catherine Macaulay and Nadina Stodiek, Co-Heads of Impact Management, as they discuss the role of impact within a portfolio.
Our commitment to scaling impact investing
As a large, diversified asset manager, we play a pivotal role in scaling impact investing. Schroders has developed a cross-asset class impact capability and launched 20 plus innovative strategies across seven asset classes.
Our Impact Driven range aims to contribute to measurable positive social and/or environmental impact goals alongside competitive financial returns. These strategies are subject to highly selective investment criteria through the application of a proprietary Impact Framework and toolkit. Our Impact Framework is aligned with the Operating Principles for Impact Management.
In addition to our off-the-shelf fund offering, we work with a range of clients to develop bespoke impact solutions that cater to their asset class, liquidity, return, risk and impact preferences.
Listed & private equity
Schroder ISF Global Equity Impact
Invests in well-established, profitable listed companies globally whose products and services address and advance at least one of the 17 UN Sustainable Development Goals (SDGs). These companies operate at scale and in ways that are foundational to impact outcomes. SFDR Classification: Article 9 | Fund structure: SICAV UCITS | Geographic focus: Global
Schroder ISF US Smaller Companies Impact
Invests in listed US smaller companies that are nimble, dynamic businesses, many of which provide key components or services that directly address one or more of the UN Sustainable Development Goals (SDGs) aiming to deliver superior financial returns. SFDR Classification: Article 9 | Fund structure: SICAV UCITS | Geographic focus: U.S.
Schroder ISF European Equity Impact
Invests in established, profitable listed European companies whose technological, scientific and market leadership help create innovative solutions that have a positive social and environmental impact at scale across a range of industries. SFDR Classification: Article 9 | Fund structure: SICAV UCITS | Geographic focus: Europe
Schroder ISF Emerging Markets Equity Impact
Invests in impactful listed companies in emerging and frontier markets across five core impact themes aligned to the UN SDGs: environment, health & wellness, responsible consumption, inclusion, and sustainable infrastructure, addressing challenges like inadequate health services and unequal access to finance. SFDR Classification: Article 9 | Fund structure: SICAV UCITS | Geographic focus: Global emerging markets
Schroder ISF Asian Equity Impact
Invests in listed companies that are expected to generate attractive returns while tackling key social and environmental challenges in Asia Pacific (ex-Japan), focusing on positive impact themes such as climate change, health and well-being, as well as social development and sustainable economy. SFDR Classification: Article 9 | Fund structure: SICAV UCITS | Geographic focus: Asia Pacific ex. Japan
Schroders Capital Semi Liquid Circular Economy Private Plus
Invests in a diversified range of private and listed companies worldwide that support the circular economy, aiming to reduce waste, extend material use, and promote renewable resources, shifting from a 'take-make-waste' to a 'take, make, reuse' model. SFDR Classification: Article 9 | Fund structure: SICAV Part II | Geographic focus: Global
Listed & private equity: learn more about the funds
Listed & private debt
Schroder ISF Social Impact Credit
Invests in socially focused listed bonds globally which make a significant and measurable contribution to reducing key social challenges. Focus themes include education, quality jobs, health, inclusion, access to clean energy, and connectivity. SFDR Classification: Article 9 | Fund structure: SICAV UCITS | Geographic focus: Global
Schroder ISF BlueOrchard Emerging Markets Climate Bond
Invests in climate-focused bonds from both developed and emerging markets, within listed debt markets, with the aim of creating opportunities to support impactful solutions, fostering a sustainable economy. Focus themes included renewable energy, sustainable infrastructure, climate resilience and biodiversity protection. SFDR Classification: Article 9 | Fund structure: SICAV UCITS | Geographic focus: Emerging and developed markets | The fund is managed by BlueOrchard
Schroder ISF BlueOrchard Emerging Markets Impact Bond
Invests in bonds from emerging market development banks, financials, and microfinance institutions within listed debt markets. Aims to foster financial inclusion, facilitate decisive funding for economically vulnerable communities, and fund sustainable infrastructure and clean energy initiatives. SFDR Classification: Article 9 | Fund structure: SICAV UCITS | Geographic focus: Global emerging markets | The fund is managed by BlueOrchard
BlueOrchard Microfinance Fund
Invests in financial institutions in private markets to foster financial inclusion and shared prosperity in emerging markets where access to finance is still limited for a large share of the population. The first and largest commercial microfinance investment fund globally. SFDR Classification: Article 9 | Fund structure: SICAV, Part II | Geographic focus: Global emerging markets
BlueOrchard Latin America and the Caribbean Gender Diversity and Inclusion Fund
Invests in private debt instruments with the aim to enhance financial inclusion for underserved groups in Latin America and the Caribbean, including women and indigenous communities. Using a blended finance structure, it employs de-risking mechanisms and technical assistance to promote inclusive regional growth. SFDR Classification: Article 9 | Fund structure: SCA SICAV RAIF | Geographic focus: Latin America & the Caribbean
BlueOrchard Impact Credit
Captures two megatrends: financial inclusion and climate action, offering private debt financing to institutions in emerging markets. Supports micro, small and medium sized-enterprises and individuals via loans and leasing, while developing special loan products for climate solutions and businesses promoting environmentally friendly practices. SFDR Classification: Article 9 | Fund structure: SA SICAV RAIF | Geographic focus: Global emerging markets
Listed & private debt: learn more about the funds
Real assets
Schroders Capital Semi-Liquid Energy Transition
Invests primarily in private markets, focusing on renewables and energy transition-aligned infrastructure across diverse technologies, geographies, regulatory regimes, and weather patterns to deliver returns and positive environmental impact through climate change mitigation. Managed by Schroders Greencoat, a leading energy transition infrastructure manager. SFDR Classification: Article 9 | Fund structure: SICAV Part II | Geographic focus: Global
Real assets: learn more about the fund
Impact Report 2024
Learn about our impact capabilities and activity.
The information on this webpage is referring to Schroders and BlueOrchard products. BlueOrchard Finance Ltd is a member of the Schroders Group.