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Group exclusions

At Schroders, we fully support the international conventions on cluster munitions, anti-personnel mines, and chemical and biological weapons. We will never knowingly hold any security that is involved in the production, stockpiling, transfer and use of these weapons. These restrictions apply across all Schroders funds. The list of excluded companies is below.

Coal is a major contributor to atmospheric greenhouse gas emissions and companies directly exposed to that fuel face growing social and political pressures as a result. In order to protect the value of our clients’ investments, our policy is to exclude companies which generate more than 20% of their revenues from thermal coal mining. Schroders will apply this policy to all Schroders funds that we directly manage. This will apply to companies globally except companies with a corporate domicile or primary listing in Indonesia, for which the same criteria will apply from 1 January 2026.

Individual funds may exclude certain other securities for various reasons.  If these offerings don’t fit with your requirements, we are happy to manage segregated accounts that are tailored to your preferences with explicit exclusion lists.

Controversial weapons exclusion list (as of August 2022)

Company Name

Country

Anhui Great Wall Military Industry Co Ltd

China

Anhui Military Industry Group Holding

China

Aryt Industries

Israel

Avibras

Brazil

Bharat Dynamics Ltd

India

China Aerospace Science and Technology

China

China Aerospace Science and Industry

China

China North Industries Group Corp (Norinco)

China

Hanwha Corporation

Korea

LIG Nex1

South Korea

Motovilikha Plants JSC

Russia

National Presto Industries Inc

United States

Poongsan Corporation

South Korea

Poongsan Holdings Corp.

South Korea

Premier Explosives Ltd

India

Roketsan

Turkey

Sichuan Academy of Aerospace Technology

China

SNT Dynamics Co Ltd

South Korea

SNT Holdings Co Ltd

South Korea

Splav State Research

Russia

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Important information:
Past performance is no guarantee of future performance. The value of investments and the income from them can go down as well as up, and you (or your clients) might not get back what you originally invested.

 

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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. All investments involve risks including the risk of possible loss of principal.

To the extent that you are in North America, this content is issued by Schroder Investment Management North America Inc., an indirect wholly owned subsidiary of Schroders plc and SEC registered adviser providing asset management products and services to clients in the US and Canada.

For all other users, this content is issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

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