Schroder ISF Global Climate Change Equity
The impact of global warming on the economy and companies will be far reaching and profound. We believe that companies that recognise the threats and embrace the challenges early, or that form part of the solution to the problems linked to climate change, will ultimately outperform the broader market.
Schroder ISF Global Climate Change Equity is an actively managed, thematic fund capturing opportunities around the world by investing in companies we believe will be positively impacted by efforts to transition to a low carbon economy.
Looking beyond the obvious
We're not your typical climate change fund. Climate change is going to impact every company, so we look for opportunities across a global and diverse opportunity set rather than limit ourselves to particular sectors. This way we are able to construct for you a well-diversified portfolio of different companies across sectors, all linked to climate change. We do, however, exclude companies which generate significant revenues from fossil fuels.
We don’t believe in relying solely on traditional measures like carbon footprint. We use proprietary tools and analysis to build a more detailed and accurate picture of how companies and industries will evolve and adapt. We’re looking for how climate change will affect revenue, margins, running costs, valuations and the impact on the entire value chain. This gives us the best opportunity to pick those companies that will flourish as part of a low-carbon economy and, ultimately, potentially deliver better returns for you.
A team of climate change specialists
Climate change investing is complex but we do the hard work for you through our large team of experienced professionals. Our team has investment experience in sectors like technology, energy, utilities, materials and automotive – exactly the ones set to be affected by climate change. We also have a dedicated sustainability team who understand the science of climate change and how it links to economic trends as well as data scientists to provide us with unique insights that others may not be able to spot.
We've been doing this a long time
Climate change investing is not something we’ve recently jumped into. Schroder ISF Global Climate Change Equity has been successfully running since 2007 and was among the first in its field. Over this time, our philosophy and method haven’t wavered.
Schroders is a world-class asset manager operating from 37 locations across Europe, the Americas, Asia, the Middle East and Africa.