Global Investor Study 2019

Are you being encouraged to invest sustainably?

Concerns over sustainability are growing; from tackling climate change, to social, health and technological progress. Sustainable investment funds can be a way to combine profit with positive impact.*

But are people being properly motivated to invest sustainably, and use their personal finances to proactively prepare the world for the changes ahead? We spoke to over 25,000 people, from 32 countries around the world, about their attitudes towards sustainable investing.

*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.

Sustainability factors are a key consideration when selecting investments

People who believe that all investment funds should consider sustainability factors

0%

People who believe they can significantly contribute to a more sustainable world by choosing sustainable investment products

0%

And people generally value sustainability when making personal investment decisions

0%

of people consider sustainability factors when selecting an investment product

Those who describe their investment knowledge as expert are much more likely to consider sustainability

Beginner / Rudimentary

0%

Intermediate

0%

Expert / Advanced

0%

Most people believe that climate change is having, or will have, some impact on their investments

What impact (positive or negative) do people feel climate change is having, or will have, on their investments

  • A significant impact
  • Some impact
  • Very little impact
  • No impact at all
  • I don't know

However, sustainable factors were deemed less important than financial motivations when considering investments

Top five most important investment factors to people

1

Avoiding losing money

2

Meeting their total investment return expectations

3

Generating their expected level of income

4

The fees are reasonable

5

Their money is invested in sustainable investments

And many people prefer sustainable investments that take an integrated approach

2 in 5

people favour an integrated approach to sustainable investment (investing in companies that are more likely to be profitable because they proactively prepare for environmental and social changes)

People say there are many external drivers that would encourage them to allocate more of their investments to sustainable funds

Factors that people think would be highly likely to encourage them to allocate more of their investment portfolio into sustainable investment funds

If there were changes to regulations encouraging me to invest more in sustainable investments

0%

If investment funds received an independent rating from an independent body confirming that the fund genuinely takes a sustainable approach

0%

If my financial adviser provided me with more, easy-to-understand information on sustainable investments

0%

If the investment manager could confirm, using their own in-house ratings, that the fund genuinely takes a sustainable approach

0%

If my financial adviser prompted me to put more money into sustainable investments

0%

Those who claim to have higher levels of investment knowledge seem more inclined to invest in sustainable funds

People who already invest in sustainability

0%
Expert / Advanced
0%
Intermediate
0%
Beginner / Rudimentary
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*Schroder International Selection Fund will be referred to as Schroder ISF throughout this website

Important Information

Collective investment schemes are generally medium to long-term investments.

The value of participatory interests or the investment may go down as well as up.

Past performance is not necessarily a guide to future performance.

Collective investment schemes are traded at ruling prices and can engage in borrowing and scrip lending.

A schedule of fees and charges and maximum commissions is available on request from the manager

The manager does not provide any guarantee either with respect to the capital or the return of a portfolio

The performance is calculated for the portfolio. The individual investor performance may differ as a result of initial fees, the actual investment date, the date of reinvestment and dividend withholding tax. All fund performance data are on a NAV to NAV basis, net income reinvested and net of ongoing charges and transaction costs. Data is not available for the time periods with no % growth stated. In case a share class is created after the fund's launch date, a simulated past performance is used, based upon the performance of an existing share class within the fund, taking into account the difference in the ongoing charges and the portfolio transaction costs, and including the impact of any performance fees if applicable.

Annualised return is the weighted average compound growth rate over the period measured.