Schroder ISF* Circular Economy
Un fonds qui répond au déséquilibre entre l’offre et la demande en ressourcesL’économie circulaire est bien plus qu’un thème environnemental, c’est un impératif financier
La demande en ressources dépasse déjà l’offre, ce qui crée une importante opportunité de profit pour les sociétés à même de combler cet écart.
Schroder ISF* Circular Economy investit dans des sociétés cotées, pionnières de la transition vers une économie circulaire. Il cherche à identifier les entreprises qui participent au développement de produits et de services axés sur l’efficacité, la réutilisation et la recyclabilité, tout en réduisant les déchets et la pollution.
*Schroder International Selection Fund est désigné Schroder ISF
L’économie circulaire représente une évolution fondamentale qui consiste à passer d’une approche de consommation « Prendre-Fabriquer-Jeter » à une approche « Prendre-Fabriquer-Réutiliser », axée sur la réutilisation des ressources.
Principales données concernant le fonds
Pure play
Afin de tirer profit des opportunités qu’offre l’économie circulaire, nous investissons dans des entreprises à l’avant-garde de cette extraordinaire évolution. Ces entreprises tirent du besoin d’une utilisation plus efficace des ressources une croissance et des rendements excellents.
Ensemble d’opportunités diverses
Les opportunités qu’offre l’économie circulaire s’étendent à plusieurs secteurs et zones géographiques. L’exposition à une croissance séculaire est ainsi diversifiée et ne repose pas sur l’évolution d’un thème particulier. Nous ne nous attachons pas au style.
Approche authentique
Schroder ISF Circular Economy est un fonds relevant de l’Article 9 du SFDR qui investit uniquement dans des fournisseurs de solutions qui font progresser l’économie circulaire. Notre approche d’investissement repose sur le développement d’un « Score circulaire » exclusif.
Les trois facteurs clés de la transition vers l’économie circulaire
La surconsommation des ressources : le taux de consommation des ressources n’est pas tenable.
Le changement climatique : il ne peut y avoir de « net zero» sans l’économie circulaire.
La biodiversité : la réduction de la demande de matières premières permet d’enrayer ce déclin.
Les ressources mondiales sont actuellement consommées à un rythme insoutenable. D’ici 2050, l’écart entre la consommation et l’approvisionnement devrait atteindre 25 000 milliards de dollars.
**Source : Accenture, 2015
Pourquoi maintenant ?
Gouvernements
Le soutien aux politiques et la définition d’objectifs contribuent à fermer la boucle économique, l’écart entre la demande et l’offre de ressources.
Consommateurs
Le développement durable des produits et services est à l’origine de normes environnementales plus rigoureuses.
Technologie
Les progrès de la science des matériaux et la numérisation permettent la transition vers l’économie circulaire.
En savoir plus
Davantage d’informations sur le fonds, y compris la documentation et les données de performance, sont disponibles sur notre site Web du centre de compartiments.
Gestionnaire de portefeuille
Schroder ISF Circular Economy
Jack Dempsey
Gestionnaire de fonds
Risk considerations
Concentration risk: The fund may be concentrated in a limited number of geographical regions, industry sectors, markets and/or individual positions. This may result in large changes in the value of the fund, both up or down.
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, otherwise known as currency rates.
Derivatives risk: Derivatives, which are financial instruments deriving their value from an underlying asset, 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 more volatile as it may take higher risks in search of higher rewards, meaning the price may go up and down to a greater extent.
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, meaning investors may not be able to have immediate access to their holdings.
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 the objective of sustainable investment. 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 document does not constitute an offer to anyone, or a solicitation by anyone, to subscribe for shares of Schroder International Selection Fund (the “Company”). Nothing in this document 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 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.
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 the objective of sustainable investment within the meaning of Article 9 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 regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.
Performance data does not take into account any commissions and costs, if any, charged when units or shares of any fund, as applicable, are issued and redeemed.
Schroders has expressed its own views and opinions in this document and these may change.
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A summary of investor rights may be obtained from https://www.schroders.com/en/global/individual/summary-of-investor-rights/
Issued by Schroder Investment Management (Europe) S.A., 5, rue Höhenhof, L-1736 Senningerberg, Luxembourg. Registration No B 37.799.
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