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.

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.

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.

It 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

Schroders, as at July 2022

Portfolio manager

Schroder ISF Global Disruption

Alex Tedder
Head and CIO of Global and US 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 focussing on disruptive growth, we think we can add a lot of value for investors over time.”

Alex Tedder

Head and CIO of Global and US Equities

What are the risks?

Capital risk / distribution policy: As the fund intends to pay dividends regardless of its performance, a dividend may represent a return of part of the amount you invested.

Counterparty risk: The fund may have contractual agreements with counterparties. If a counterparty is unable to fulfil their obligations, the sum that they owe to the fund may be lost in part or in whole.

Currency risk: The fund may lose value as a result of movements in foreign exchange rates.

Currency risk / hedged shareclass: The hedging of the share class may not be fully effective and residual currency exposure may remain. The cost associated with hedging may impact performance and potential gains may be more limited than for unhedged share classes.

Derivatives risk: Derivatives may be used to manage the portfolio efficiently. A derivative may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the fund.

Higher volatility risk: The price of this fund may be volatile as it may take higher risks in search of higher rewards.

IBOR risk: The transition of the financial markets away from the use of interbank offered rates (IBORs) to alternative reference rates may impact the valuation of certain holdings and disrupt liquidity in certain instruments. This may impact the investment performance of the fund.

Liquidity risk: In difficult market conditions, the fund may not be able to sell a security for full value or at all. This could affect performance and could cause the fund to defer or suspend redemptions of its shares.

Market risk: The value of investments can go up and down and an investor may not get back the amount initially invested.

Operational risk: Operational processes, including those related to the safekeeping of assets, may fail. This may result in losses to the fund.

Performance risk: Investment objectives express an intended result but there is no guarantee that such a result will be achieved. Depending on market conditions and the macro economic environment, investment objectives may become more difficult to achieve.

Sustainability risk: The fund has environmental and/or social characteristics. This means it may have limited exposure to some companies, industries or sectors and may forego certain investment opportunities, or dispose of certain holdings, that do not align with its sustainability criteria chosen by the investment manager. The fund may invest in companies that do not reflect the beliefs and values of any particular investor.

Important information

This webpage does not constitute an offer to anyone, or a solicitation by anyone, to subscribe for shares of Schroder International Selection Fund (the “Company”). Nothing on this webpage should be construed as advice and is therefore not a recommendation to buy or sell shares. An investment in the Company entails risks, which are fully described in the prospectus.

Subscriptions for shares of the Company can only be made on the basis of its latest Key Investor Information Document and prospectus, together with the latest audited annual report (and subsequent unaudited semi-annual report, if published), copies of which can be obtained, free of charge, from Schroder Investment Management (Europe) S.A.

For Luxembourg, these documents may be obtained in English, free of charge, from the following link: www.eifs.lu/schroders.

For the UK, these documents may be obtained in English, free of charge, from the following link: www.eifs.lu/schroders.

Schroders may decide to cease the distribution of any fund(s) in any EEA country at any time but we will publish our intention to do so on our website, in line with applicable regulatory requirements.

The fund has environmental and/or social characteristics within the meaning of Article 8 of 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

Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.

Past Performance is not a guide to future performance and may not be repeated.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of investments to fall as well as rise.

Schroders has expressed its own views and opinions on this webpage and these may change. Information herein is believed to be reliable but Schroders does not warrant its completeness or accuracy.

Schroders will be a data controller in respect of your personal data. For information on how Schroders might process your personal data, please view our Privacy Policy available at www.schroders.com/en/privacy-policy/ or on request should you not have access to this webpage.

A summary of investor rights may be obtained from https://www.schroders.com/en/lu/private-investor/footer/complaints-handling/. For your security, communications may be recorded or monitored.

Issued by Schroder Investment Management (Europe) S.A., 5, rue Höhenhof, L-1736 Senningerberg, Luxembourg. Registration No B 37.799.

Distributed in the UK by Schroder Investment Management Ltd, 1 London Wall Place, London EC2Y 5AU. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority.

Follow us

Schroder International Selection Fund is referred to as Schroder ISF throughout this website.
Schroder Alternative Solutions is referred to as Schroder AS throughout this website.
Schroder Special Situations Fund is referred to as Schroder SSF throughout this website.

@ Copyright 2022 Schroder Investment Management (Europe) S.A. is subject to the UCITS law of 17 December 2020 and the AIFM law of 12 July 2013.