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

  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

Investment process

sustainable-food-water-investment-process-screen-universe

1. Screen universe: ~2000 stocks in the sustainable food and water universe

Global sustainable food and water focus build narrow down to 170 stocks

2. Focus and build: Narrow down to 170 stocks

sustainable-food-water-investment-process-construct-portfolio

3. Construct portfolio: 35-60 stocks in the Fund

Find out more

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Fund details
Fund brochure (EN)

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

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.

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 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.

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