Schroder ISF* Global Sustainable Food and Water
Eat, drink, live sustainably. Invest in a better way to feed our world.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 USD 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.
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.
Where does the fund invest?
In order to create a food and water system that will be sustainable to feed a global population of over 10 billion by 2050, major investment is required across the whole food and water system. Agricultural technology and food innovation will enable a re-imagining of the food and water supply chain.
The fund breaks them down into six focus areas.¹
- Water management: water treatment, infrastructure, utilities and recycling
- Agricultural equipment: advanced farming equipment and technologies; food processing and testing
- Agricultural inputs: biotech fertilisers and advanced seeds, animal welfare, crop protection and pest control
- Food production and processing: sustainable farming and fishing, healthy food and drink
- Packing, distribution and recycling: food trading, transport and storage; sustainable packaging
- Food retail: sustainable food stores, restaurants and services
Investment process
1. Screen universe: ~2000 stocks in the sustainable food and water universe
2. Focus and build: Narrow down to 170 stocks
3. Construct portfolio: 35-60 stocks in the Fund
Find out more
Portfolio managers
Schroder ISF Global Sustainable Food and Water
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.”
Head of Thematic Equities
Sustainable Food and Water Trends
What are sustainable food and water trends in Q1 2024? Hear from Felix Odey, Portfolio Manager, Global Resource Equities.
Why invest in sustainable food and water systems?
The current food and water system globally is not sustainable and needs to change.
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
¹For illustrative purposes only and does not constitute to any recommendations to invest in the above-mentioned sectors.
Schroder International Selection Fund is referred to as Schroder ISF.
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The fund has the objective of sustainable investment within the meaning of Article 9 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.