Funds in focus

Schroders’ funds in focus highlights key funds that aim to take advantage of current market opportunities to maximise returns.

Schroder ISF European Innovator

Why to invest?

  • Access a concentrated (20-25 companies), highly active european equity portfolio, managed in a benchmark-agnostic manner
  • Exposure to market-leading businesses operating globally in niche industries that have supportive structural tailwinds
  • These businesses must have proven business models, and be manufacturing products and delivering services that are helping to solve some of societies’ biggest problems, as outlined by the United Nations Sustainable Development Goals (UN SDGs)
  • Significant exposure to mid-sized overlooked companies; large and mega-sized companies will also feature.

Schroder GAIA Helix

Why to invest?

  • Single point of access to ‘the best of Schroders’: harnesses the skill of our established and proven global investment talent to drive returns
  • Attractive market neutral returns through the cycle: aims to deliver robust returns, that are not dependant on the direction of equity or bond markets.
  • Diversified approach to help navigate uncertainty: combining downside protection and upside participation without dependence on a single source of alpha

Schroder ISF Global Energy Transition

Why to invest?

  • The energy transition investment opportunity is massive. Over USD 100 trillion of investment in the energy transition is required by 2050, creating strong real earnings growth opportunities
  • Focused thematic approach and disciplined investment process leveraging an established process and an unconstrained thematic approach to find the best companies across evolving value chains
  • Exposure to the entire Energy value chain: The energy transition will impact the whole supply chain so we don’t limit the opportunity set solely to the energy producers. We are 100% free of fossil fuel and nuclear energy.
  • Long-term, sustainable growth: We apply a proven investment process to build a high-conviction fund of between 30-50 companies, diversified by geography and sector, aiming to deliver long-term, sustainable growth

Schroder ISF Global Credit Income

Why to invest?

  • Back to trend growth, but uncertainties remain: A move back to trend growth should be positive for credit, but uncertainties remain which requires a flexible approach.
  • Credit can provide income: Income levels have declined, but an active approach to selection can lead to more attractive outcomes. Additionally, HY and EMD look attractive in 2021.
  • Dispersion in credit markets remains: Investors need to look beyond index level yields to source more attractive opportunities. The dispersion amongst individual issuers creates attractive opportunities for bottom up focused active managers.
  • Drawdown risk remains: Investors need to focus on both income potential as well as drawdown risks for potential investments in the current environment.

Contact Schroders

Schroders is a world-class asset manager operating from 37 locations across Europe, the Americas, Asia, the Middle East and Africa.

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