Schroder International Selection Fund SICAV - Global Climate Change Equity Capitalisation A


Since its launch in 2007, the Schroder ISF Glo Climate Change Eq Fund has become recognized as one of the leading climate change funds and delivered consistent benchmark outperformance.

The fund has a clear and coherent investment philosophy, investing in equities of companies globally who can benefit from efforts to accommodate or limit the impact of global climate change. Carbon reduction themes are delineated across clean energy, energy efficiency, environmental resources, low carbon emission leaders and sustainable transport. The investment thesis concludes that those companies quickly embracing the challenges of shifting consumer preferences and tighter government regulation will be rewarded.

Schroders underscores its commitment to impact investing and ESG with a dedicated team of 22 industry and subject experts devoted to sustainable investment research. ESG is fully integrated into its investment decision-making, and engagement and stewardship activities are also advanced. There is an exclusive ESG analysis tool, SustainEx quantitative method + causality module, but it would be good to understand how investment decisions are strengthened using this tool.

The fund has made solid progress improving its ESG and impact score and recently launched SustainEx, a proprietary tool to quantify social impacts across companies, countries, and industries. It would be helpful to see a case study of how this strengthens decision-making in the future.

This fund has been reviewed by seven industry veterans of the Benchmark judging committee.


Sustainability Awards: ESG Integration
Taiwan – Outstanding Achiever

House Awards: ESG Integration

Taiwan – Outstanding Achiever


ISIN: LU0302445910
Inception Date: 06/29/2007
AUM: USD 4687929096.07
Manager Name: Simon Webber, 29/06/2007;Isabella Hervey-Bathurst, 01/04/2020
Total Expense Ratio: 1.84%
3-Yr Return: 80.00%
3-Yr Max Drawdown: -18.04%

ESG Score: 58.55
GC Score: 60.05
Near-Term Score(<=2°C): 68.42%
Business Involvement:
Alcohol Involvement: 0.00%, …

Investment Style Consistency: -5.00
Environmental Consequence: 5.00
Stewardship – Engagement: 4.44
Signatory to UNPRI: Yes

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