Schroder ISF* Global Disruption

Spot early adopters and harness the power of disruption to target long-term capital growth.

Disruption is all around us. So are opportunities.

It reimagines the way we live, displaces existing markets, and pioneers innovation we didn’t even know we needed.

Today, seismic technological shifts underpin a rich and fast-growing universe of transformational companies with largely untapped growth potential. By spotting the companies that drive, enable or adapt to change, you can capitalise on these opportunities to build a portfolio at the forefront of an ever-evolving world.

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

Schroder ISF Global Disruption targets long-term capital growth

It’s a finely-tuned, global equity fund investing in innovative companies that are changing the industries in which they operate or adapting to the change.

Schroder ISF Global Disruption captures the value created by disruptive growth

  • Invest in disruptors, enablers or successful adaptors
  • Highly experienced global equity specialists
  • Actively managed across disruption themes
  • Long-term capital growth and outperformance
  • High conviction portfolio of 75-100 stocks

Benefit from diversification across 9 sub-themes*:

  1. Fintech: payments, blockchain, crypto, peer-to-peer lending
  2. Digitalisation: cloud transition, storage, CPU/GPU evolution, security
  3. E-commerce : rationalisation, interface, distribution, inventory management
  4. Communications : OTT/cord cutting, interface, regulation, social media, 5G
  5. Healthcare: combination therapy, gene therapy, biosimilars, drug pricing and costs
  6. New consumer: lifestyle, millenials, travel, storage
  7. Environmental: climate change, zero carbon, renewables, smart grid
  8. Food and water: modern farming, fishing, food security
  9. Automation: robotics, AI, 3D printing

Fund objectives and investment policy

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

Portfolio manager

Schroder ISF Global Disruption

Alex Tedder

Co-Head of Equities

“We feel very strongly that now is the time to be thinking differently about allocating assets perhaps away from traditional equity benchmarks towards uncorrelated long-term themes. Disruption is a fact of life in business and our daily lives – it drives innovation, which in turn creates more disruption. By focusing on disruptive growth, we think we can add a lot of value for investors over time.”

Alex Tedder

Co-Head of Equities

How disruption changes us

Disruptive forces touch every aspect of our world.

Disruption investing in 60 seconds

Our Head and CIO of Global and US Equities, Alex Tedder, weighs in.

Related insights

Disclosures

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

Schroder International Selection Fund is referred to as Schroder ISF.

This advertisement has not been reviewed by the Monetary Authority of Singapore. This is prepared by Schroders for information and general circulation only and the opinions expressed are subject to change without notice. It does not constitute an offer or solicitation to deal in units of any Schroders fund (the “Fund”) and does not have regard to the specific investment objectives, financial situation or the particular needs of any specific person who may receive this. Investors may wish to seek advice from a financial adviser before purchasing units of any Fund. In the event that the investor chooses not to seek advice from a financial adviser, he should consider whether the Fund in question is suitable for him. Past performance of the Fund or the manager, and any economic and market trends or forecast, are not necessarily indicative of the future or likely performance of the Fund or the manager. The value of units in the Fund, and the income accruing to the units, if any, from the Fund, may fall as well as rise. Investors should read the prospectus, available from Schroder Investment Management (Singapore) Ltd or its distributors, before deciding to subscribe for or purchase units in any Fund. Funds may carry a sales charge of up to 5%.

The fund has environmental and/or social characteristics within the meaning of Article 8 Regulation (EU) 2019/2088 on Sustainability related Disclosure in the Financial Services Sector (the SFDR). For information on sustainability-related aspects of this fund please go to www.schroders.com.