Schroder ISF* Global Energy Transition Fund

SWITCH TO CLEANER INVESTING. The transition towards a cleaner and more sustainable energy system represents the greatest structural shift since the dawn of the Internet. Invest for profit with purpose. *Schroder International Selection Fund is referred to as Schroder ISF.

The importance of the energy transition is becoming increasingly clear.

In order to achieve climate change targets, a transition to a low-carbon world will be needed. This will transform the way we produce, distribute and consume energy. 

With $130 trillion of investment into renewable energy required by 2050 to meet climate targets*, the investment opportunity is huge.  

*Source: IRENA as at June 2021 

The impact of global warming: How will a 2°C, 3°C or 4°C temperature increase impact the world?

60 seconds with Mark Lacey: The drivers behind the energy sector’s transition to renewables.

A deep pool of opportunities across the supply chain

The beneficiaries of clean energy are not limited solely to the energy producers. The energy transition will impact the whole supply chain, so we set our sights on energy distributors, equipment manufacturers, storage specialists and the technology companies facilitating the consumption. The result is a deep pool of investment opportunities to choose from. 

Sustainability is embedded into the entire investment process

SISF Global Energy Transition investment proces

Fund Manager

Fund Manager

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Mark Lacey

施羅德商品投資團隊主管暨施羅德(環)環球能源基金經理人

Alexander Monk

施羅德投資集團全球再生能源分析師

Felix Odey

施羅德投資集團全球再生能源分析師

Product Director

Global Energy Transition

"It really is the economics as much as anything that are driving [..the energy transition..] and it will win in the end. "

Michael Bloomberg, CEO of Bloomberg L.P, September 2018 

Awards

FitchRatingsIMQRExcellent

Source: Fitch Ratings, as at 16 June 2021.

Podcast:

“A code red for humanity” but is it a green light for investors?

Related documents

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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.
  • Currency risk: The fund may lose value as a result of movements in foreign exchange rates.
  • 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.
  • 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.
  • 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.
  • Sustainable Investing Risk: The fund applies sustainability criteria in its selection of investments. This investment focus may limit the fund's exposure to companies, industries or sectors and the fund may forego investment opportunities that do not align with its sustainability criteria chosen by the investment manager. As investors may differ in their views of what constitutes sustainability, the fund may invest in companies that do not reflect the values of any particular investor.
  • Higher volatility risk: The price of this fund may be volatile as it may take higher risks in search of higher rewards.
  • Market risk: The value of investments can go up and down and an investor may not get back the amount initially invested.

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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