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Schroders Unit Trusts Ltd

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Schroders Unit Trusts Ltd

Please note:  This section of the database is in beta and still under development

Information received directly from Fund Manager

Last amended date: Sep 2025

Assets under management
Total Screened Themed SRI Assets:
£m
Total Responsible Ownership Assets:
£646500.00m (as at: Dec 2024)
Total Assets Under Management:
£776613.00m (as at: Jun 2025)
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Fund Management Company Information

About The Business
Specialist positive impact fund management company

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Responsible ownership / stewardship policy or strategy (AFM companywide)

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ESG / SRI engagement (AFM companywide)

Find fund / asset management companies that actively encourage higher 'environmental, social and governance' and / or 'sustainable and responsible investment' practices across investee companies - typically where the aim is to encourage positive change that is aligned with the best interests of investors. Strategies vary. See additional information and options.

Vote all* shares at AGMs / EGMs (AFM companywide)

Find fund / asset managers that vote all* the shares they own at Annual General Meetings and Extraordinary General Meetings. A commitment to voting shares is a key indicator of 'responsible share ownership' demonstrating their support for or disagreement with management policy. (*situations can legitimately, occasionally occur where voting proves impossible, but in principle all shares should be voted.)

Responsible ownership / ESG a key differentiator (AFM companywide)

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Sustainable property strategy (AFM companywide)

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Senior management KPIs include environmental goals (AFM companywide)

The leadership team of this fund / asset manager have performance targets linked to environmental goals.

SDG aligned aims / objectives (AFM companywide)

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Responsible ownership policy for non SRI / sustainable options (AFM companywide)

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Integrates ESG factors into all / most research (AFM companywide)

Find fund / asset management companies that consider environmental, social and governance (ESG) issues when deciding whether or not to invest in a company for all / almost all of their funds and other assets. This is increasingly seen as part of sound risk management.

In-house diversity improvement programme (AFM companywide)

Finds organisations / fund managers that have an in-house (company wide) diversity improvement programme - meaning that they are working to ensure that within their own businesses they employ people from diverse backgrounds - often typically focused on ethnicity and/or sex.

Diversity, equality & inclusion engagement policy (AFM companywide)

Find fund / asset management companies that encourage the companies they invest in to have strong diversity, race, gender and other equality policies across all assets held, not simply screened or themed SRI/ESG funds. (ie Asset Management company wide).

Invests in newly listed companies (AFM companywide)

This fund / asset management company invests in companies which have recently listed on a stock exchange (which is important as it can help grow new businesses).

Invests in new sustainability linked bond issuances (AFM companywide)

Fund / asset management company has investments in bonds designed to meet sustainability requirements - however these assets may not be 'ringfenced' for this purpose. See website for details.

Offer structured intermediary sustainable investment training

Fund management entity offers unstructured intermediary training on sustainable investment (ie for financial advisers and wealth managers)

Offer unstructured intermediary sustainable investment training

Fund management entity offers unstructured intermediary training on sustainable investment (ie for financial advisers and wealth managers)

Collaborations & Affiliations
PRI signatory

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UKSIF member

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Fund EcoMarket partner

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UN Principles of Responsible Banking framework signatory (AFM companywide)

This fund / asset manager has signed up to the UNEP (United Nations Environment Program) program which aims to encourage more responsible banking practices – focused on environmental and social issues.

TNFD forum member (AFM companywide)

A member of the Taskforce for Nature Related Financial Disclosures group which aims to aid risk management and shift money towards nature-positive outcomes.

Investment Association (IA) member

Fund management entity is a member of the Investment Association https://www.theia.org/

Resources
In-house responsible ownership / voting expertise

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Employ specialist ESG / SRI / sustainability researchers

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Use specialist ESG / SRI / sustainability research companies

Find fund / asset management companies that makes use of expert external research companies. This can help deliver specialist expertise and means resources are pooled with other investors.

ESG specialists on all investment desks (AFM companywide)

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Accreditations
PRI A+ rated (AFM companywide)

Finds organisations / fund managers that have an A+ PRI rating - meaning they are highly rated according to the 'Principles of Responsible Investment'

UK Stewardship Code signatory (AFM companywide)

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Engagement Approach
Regularly lead collaborative ESG initiatives (AFM companywide)

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Encourage responsible corporate taxation (AFM companywide)

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Engaging on climate change issues

Fund / asset manager has stewardship /responsible ownership strategy that is focused on addressing climate change with investee assets.

Engaging with fossil fuel companies on climate change

Fund / asset manager has a stewardship /responsible ownership strategy that involves working with fossil fuel companies on climate change related issues. See fund manager website for details.

Engaging to reduce plastics pollution / waste

Fund / asset manager has stewardship /responsible ownership strategy with involves encouraging investee asset to reduce plastic waste and pollution.

Engaging to encourage responsible mining practices

Fund / asset manager has a stewardship / responsible ownership policy that means they are working to encourage more responsible mining practices - where environmental and social issues are properly dealt with by the companies they invest in.

Engaging on biodiversity / nature issues

The fund / asset manager has a responsible ownership / stewardship strategy that focuses on biodiversity and nature issues relating to the assets they invest the aim of which will be to reduce harm and or deliver improvement. Strategies vary. https://tnfd.global

Engaging to encourage a Just Transition

Fund / asset manager has a responsible ownership / stewardship strategy which means they are working to encourage the shift to more sustainable business practices in ways that respect and are sensitive to social issues and the impact change has on people effected by the changes that are taking place. https://www.transitionpathwayinitiative.org/ https://transitiontaskforce.net/

Engaging on human rights issues

Fund / asset manager has responsible ownership / stewardship strategy in place which aims to address human rights issues in investee companies (and potentially their suppliers) with the aim of raising standards

Engaging on labour / employment issues

Fund / asset manager has responsible ownership / stewardship strategy in place that aims to improve labour standards for the benefit of employees in investee companies (and potentially their suppliers)

Engaging on diversity, equality & / or inclusion issues

Fund / asset management company has a stewardship strategy in place which involves working to raise diversity, equality and inclusion standards across investee assets

Engaging to stop modern slavery

Fund / asset manager is working with the assets they hold to help stamp out modern slavery - where direct or indirect company employees are exploited for business benefits.

Engaging on governance issues

Fund / asset managers have stewardship strategies in place that focus on improving governance standards across investee assets

Engaging on mental health issues

Fund / asset manager has stewardship strategy in place which involves discussing mental health issues with investee companies - with the aim of raising standards

Engaging on responsible supply chain issues

Has a stewardship / responsible ownership strategy that encourages responsible supply chain - ie the managers will discuss environmental, social and governance issues with investee companies with the aim of raising standards

Stewardship escalation policy

Escalation policies describe how a manager will proceed if stewardship / engagement activity is not successful in the short term.

Company Wide Exclusions
Controversial weapons avoidance policy (AFM companywide)

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Review(ing) carbon / fossil fuel exposure for all funds (AFM companywide)

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Climate & Net Zero Transition
Net Zero commitment (AFM companywide)

Fund / asset management organisations that have pledged to reduce their greenhouse gas emissions to ‘net zero’. Strategies vary - this area is changing rapidly.

Voting policy includes net zero targets (AFM companywide)

Fund / asset manager AGM / EGM voting strategy has processes in place that mean they will normally be expected to vote in a way that will encourage the transition to net zero greenhouse gas emissions.

Publish 'CEO owned' Climate Risk policy (AFM companywide)

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Net Zero - have set a Net Zero target date (AFM companywide)

This fund / asset management company has set a date by which they plan to achieve net zero greenhouse gas / CO2e emissions.

Encourage carbon / greenhouse gas reduction (AFM companywide)

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Carbon transition plan published (AFM companywide)

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‘Forward Looking Climate Metrics’ published / ITR (AFM companywide)

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In-house carbon / GHG reduction policy (AFM companywide)

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Working towards a ‘Net Zero’ commitment (AFM companywide)

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Committed to SBTi / Science Based Targets Initiative

See https://sciencebasedtargets.org/

Transparency
Publish responsible ownership / stewardship report (AFM companywide)

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Full stewardship / responsible ownership policy information on company website

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Publish full voting record (AFM companywide)

Fund / asset management companies that publish a full record of how they vote their shares at AGMs (annual general meetings) and EGMs (extraordinary general meetings). Voting strategies have an important role to play encouraging higher environmental, social and governance standards.

Sustainability transition plan publicly available (AFM companywide)

This fund / asset management company has published a plan that explains how they are to become a sustainable business - without significant negative environmental or social impacts.

Paris Alignment plan publicly available (AFM companywide)

This fund / asset management company has published a plan that explains how they will align to the climate change commitments made at the Paris Climate Talks, COP21.

Net Zero transition plan publicly available (AFM companywide)

This fund / asset management company has published a plan that explains how they are going to achieve net zero greenhouse gas / CO2e emissions.

Dialshifter statement

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Resources, Affiliations & Corporate Strategies:

Sustainability is fundamental to our investment principles at Schroders and we have an experienced and well-resourced Sustainable Investment team, who are embedded within our investment function. We are a global team, spread across four regional hubs in London, Paris, Singapore and New York, aiming to ensure that sustainability is embedded through our global investment teams and client functions.

The team is led by Andrew Howard, Global Head of Sustainable Investment. As team head, he oversees our approach to ESG integration, active ownership, our sustainability research and tools, and our reporting and product strategy.

Our central Sustainable Investment team sits alongside investment teams rather than operating in a silo, which facilitates regular dialogue with our analysts and portfolio managers.
It is organised into four pillars:

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We outline their key responsibilities and areas of focus below.

1. Thematics
Comprising sustainability research, active ownership, and models and analytics, our thematics team help power investment decision making with proprietary insights and analysis, working with fund managers and analysts to make better informed investment decisions. Responsibilities include:

  •  Providing sustainability – related research and technical support for stakeholders across the firm.
  • Engaging companies to understand how prepared they are for a changing world and pushing them towards more sustainable practices where relevant to achieve better investment outcomes for our clients.
  • Exercising voting rights in line with our Voting Policy and Principles.
  • Maintaining and evolving of our suite of proprietary sustainability tools.
  • Harnessing sustainability data effectively from both conventional and unconventional sources.


2. Advisory and Integration

Our Advisory and Integration team acts as a central contact point and consultant for a range of stakeholders across the business. This includes advising investment teams on ESG integration best practice; compliance, risk and legal teams on ESG regulation; and working with our regional experts across Asia Pacific, Europe and North America, as outlined under pillar four.

3. Impact

Our Impact team is responsible for scaling our impact product offering in line with best-practice impact principles. The team works closely with investment teams and is responsible for developing and implementing our impact management and measurement framework, including impact assessment and monitoring at transaction and portfolio level, product development, impact strategy and impact reporting.

4. Regional Expertise

Our Regional Experts based in Asia Pacific, Europe and North America have a deep understanding of local market characteristics and nuances, and are responsible for staying abreast of sustainability-related developments. Our experts work with clients and internal teams to navigate and support clients’ ESG aspirations and challenges, utilising Schroders’ proprietary tools and research to develop investment solutions that meet their needs. They also engage with regulators and industry bodies to shape and support the global sustainable finance agenda. Our regional experts are a critical extension of the central team in London as the firm continues to evolve its global sustainable investing strategy.

Governance of ESG Strategies and Policies

We have a number of governance structures in place for decision-making and oversight of our approach to sustainable investment. The Board of Schroders plc (the Board) has collective responsibility for the management, direction and performance of the Group, and is accountable for our overall business strategy. The Group Chief Executive is responsible for proposing the strategy for the Group and for its implementation, supported by the Group’s senior management team and a number of Committees, some of which are noted below.

The Group Sustainability and Impact (GSI) Committee provides advice to the Group Chief Executive on sustainability and impact matters. The Committee considers, reviews and recommends the overall global sustainability and impact strategy, including key initiatives, new commitments and policies for approval. The Global Head of Sustainable Investment and Global Head of Corporate Sustainability are members of the Committee and report to the Board.

The Sustainability Executive Committee (ExCo) develops and oversees the delivery of our Group-level sustainable investment management strategy. The ExCo also advises on the development of our sustainability and impact investment and product frameworks. The ExCo has senior representation from across the business including Investment, Client Group, Wealth Management, Schroders Capital and Corporate Sustainability.

The Group Regulatory Oversight Committee (GROC) oversees the progress of sustainability regulatory change programmes, as well as facilitating the monitoring of emergent sustainability regulations and ensuring we have appropriately determined the impact on our Group sustainability strategy and supporting operations. The GROC receives input on planned or potential sustainability-related regulation from our Public Policy and Compliance teams, which actively engage with relevant regulators, industry trade associations and other bodies in our key markets of the UK and EU. Once the business implications of new legal and regulatory requirements are defined, the relevant sustainability regulations programme workstreams deliver the necessary change to our business operations. The GROC oversees the progress of the programme, including monitoring and mitigating associated risks and issues. Where necessary, risks and key issues from the GROC can be escalated to the Group Risk Committee for resolution.

Certain Schroders entities, businesses and Investment teams also have their own committees which consider their sustainable investment activities. For example, the Private Assets Sustainability and Impact Steering Committee (PA S&I SteerCo) develops and oversees the implementation of the Private Assets Sustainability and Impact strategy. In addition, the Wealth Management Sustainable Investment Committee (WMSIC), a sub-committee of the Wealth Management Investment Committee (WMIC), has delegated responsibility for recommending Wealth Management's Sustainability models, as well as providing investment strategy and direction for client portfolios that are linked to the sustainable models.

Alongside our central Sustainable Investment team, sustainable investing is also overseen and delivered by dedicated teams and expert individuals embedded throughout the firm (including across Investment teams and Client Group functions).

Industry Involvement

We have a long-standing commitment to support and collaborate with several industry groups, organisations and initiatives to promote well-functioning financial markets.

Our key stakeholders include exchanges, regulators and international and regional trade associations. For example, Schroders is a member of trade bodies such as the Investment Association in the UK, the European Fund and Asset Management Association (EFAMA), the Asia Securities Industry and Financial Markets Association (ASIFMA) in Hong Kong and the Securities Industry and Financial Markets Association (SIFMA) in the US. Through this participation we share our insights to support the development of policy recommendations, share best practice and build coalitions of like-minded market participants to advocate for better functioning markets.

Our activity with policymakers aims to help them ensure that the measures they take support businesses and provide clear direction. By monitoring and influencing regulatory initiatives at their inception, we aim to support the development of a business environment which is conducive to Schroders’ clients’ best interests.

We aim to engage with the regulatory environments in which we are operating and raise awareness on sustainability matters. We believe well-designed regulation is an important cornerstone to promoting healthy markets and have asked publicly that policy makers support sustainable finance legislation and regulation and deliver on commitments, including around climate mitigation.

We consider this to be key in improving responsible investment standards across sectors, establishing a consistent dialogue with companies, and in promoting the ongoing development and recognition of sustainability and Environmental, Social and Governance (ESG) topics within the investment industry. A full list of organizations and initiatives of which Schroders is a member or signatory is available here: https://www.schroders.com/en/global/individual/corporate-transparency/working-with-policy-makers/memberships/

Dialshifter:

Our organisation is helping to support the Paris Climate Agreement and the Race to Net Zero by…

  • Working in partnership with asset owner clients on decarbonisation goals, consistent with an ambition to reach net zero emissions by 2050 or sooner across all assets under management;
  • Setting an interim target for the proportion of assets to be managed in line with the attainment of net zero emissions by 2050 or sooner; and
  • Reviewing our interim target at least every five years, with a goal of ratcheting up the proportion of assets covered until 100% are included, as efforts to structurally decarbonise economies play out.

About The Business
Specialist positive impact fund management company

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Responsible ownership / stewardship policy or strategy (AFM companywide)

Finds fund / asset management companies that have a published company wide stewardship, engagement and / or responsible ownership policy or strategy that covers all investments. Stewardship typically involves encouraging higher ESG standards through voting and dialogue.

ESG / SRI engagement (AFM companywide)

Find fund / asset management companies that actively encourage higher 'environmental, social and governance' and / or 'sustainable and responsible investment' practices across investee companies - typically where the aim is to encourage positive change that is aligned with the best interests of investors. Strategies vary. See additional information and options.

Vote all* shares at AGMs / EGMs (AFM companywide)

Find fund / asset managers that vote all* the shares they own at Annual General Meetings and Extraordinary General Meetings. A commitment to voting shares is a key indicator of 'responsible share ownership' demonstrating their support for or disagreement with management policy. (*situations can legitimately, occasionally occur where voting proves impossible, but in principle all shares should be voted.)

Responsible ownership / ESG a key differentiator (AFM companywide)

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Sustainable property strategy (AFM companywide)

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Senior management KPIs include environmental goals (AFM companywide)

The leadership team of this fund / asset manager have performance targets linked to environmental goals.

SDG aligned aims / objectives (AFM companywide)

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Responsible ownership policy for non SRI / sustainable options (AFM companywide)

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Integrates ESG factors into all / most research (AFM companywide)

Find fund / asset management companies that consider environmental, social and governance (ESG) issues when deciding whether or not to invest in a company for all / almost all of their funds and other assets. This is increasingly seen as part of sound risk management.

In-house diversity improvement programme (AFM companywide)

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Diversity, equality & inclusion engagement policy (AFM companywide)

Find fund / asset management companies that encourage the companies they invest in to have strong diversity, race, gender and other equality policies across all assets held, not simply screened or themed SRI/ESG funds. (ie Asset Management company wide).

Invests in newly listed companies (AFM companywide)

This fund / asset management company invests in companies which have recently listed on a stock exchange (which is important as it can help grow new businesses).

Invests in new sustainability linked bond issuances (AFM companywide)

Fund / asset management company has investments in bonds designed to meet sustainability requirements - however these assets may not be 'ringfenced' for this purpose. See website for details.

Offer structured intermediary sustainable investment training

Fund management entity offers unstructured intermediary training on sustainable investment (ie for financial advisers and wealth managers)

Offer unstructured intermediary sustainable investment training

Fund management entity offers unstructured intermediary training on sustainable investment (ie for financial advisers and wealth managers)

Collaborations & Affiliations
PRI signatory

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UKSIF member

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Fund EcoMarket partner

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UN Principles of Responsible Banking framework signatory (AFM companywide)

This fund / asset manager has signed up to the UNEP (United Nations Environment Program) program which aims to encourage more responsible banking practices – focused on environmental and social issues.

TNFD forum member (AFM companywide)

A member of the Taskforce for Nature Related Financial Disclosures group which aims to aid risk management and shift money towards nature-positive outcomes.

Investment Association (IA) member

Fund management entity is a member of the Investment Association https://www.theia.org/

Resources
In-house responsible ownership / voting expertise

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Employ specialist ESG / SRI / sustainability researchers

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Use specialist ESG / SRI / sustainability research companies

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ESG specialists on all investment desks (AFM companywide)

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Accreditations
PRI A+ rated (AFM companywide)

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UK Stewardship Code signatory (AFM companywide)

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Engagement Approach
Regularly lead collaborative ESG initiatives (AFM companywide)

Find fund / asset management companies that regularly initiate or run industry wide (collaborative) investor projects aimed at raising environmental, social and governance standards amongst investee companies.

Encourage responsible corporate taxation (AFM companywide)

Find fund / asset management companies that are working with the companies they invest in to encourage more responsible corporate taxation.

Engaging on climate change issues

Fund / asset manager has stewardship /responsible ownership strategy that is focused on addressing climate change with investee assets.

Engaging with fossil fuel companies on climate change

Fund / asset manager has a stewardship /responsible ownership strategy that involves working with fossil fuel companies on climate change related issues. See fund manager website for details.

Engaging to reduce plastics pollution / waste

Fund / asset manager has stewardship /responsible ownership strategy with involves encouraging investee asset to reduce plastic waste and pollution.

Engaging to encourage responsible mining practices

Fund / asset manager has a stewardship / responsible ownership policy that means they are working to encourage more responsible mining practices - where environmental and social issues are properly dealt with by the companies they invest in.

Engaging on biodiversity / nature issues

The fund / asset manager has a responsible ownership / stewardship strategy that focuses on biodiversity and nature issues relating to the assets they invest the aim of which will be to reduce harm and or deliver improvement. Strategies vary. https://tnfd.global

Engaging to encourage a Just Transition

Fund / asset manager has a responsible ownership / stewardship strategy which means they are working to encourage the shift to more sustainable business practices in ways that respect and are sensitive to social issues and the impact change has on people effected by the changes that are taking place. https://www.transitionpathwayinitiative.org/ https://transitiontaskforce.net/

Engaging on human rights issues

Fund / asset manager has responsible ownership / stewardship strategy in place which aims to address human rights issues in investee companies (and potentially their suppliers) with the aim of raising standards

Engaging on labour / employment issues

Fund / asset manager has responsible ownership / stewardship strategy in place that aims to improve labour standards for the benefit of employees in investee companies (and potentially their suppliers)

Engaging on diversity, equality & / or inclusion issues

Fund / asset management company has a stewardship strategy in place which involves working to raise diversity, equality and inclusion standards across investee assets

Engaging to stop modern slavery

Fund / asset manager is working with the assets they hold to help stamp out modern slavery - where direct or indirect company employees are exploited for business benefits.

Engaging on governance issues

Fund / asset managers have stewardship strategies in place that focus on improving governance standards across investee assets

Engaging on mental health issues

Fund / asset manager has stewardship strategy in place which involves discussing mental health issues with investee companies - with the aim of raising standards

Engaging on responsible supply chain issues

Has a stewardship / responsible ownership strategy that encourages responsible supply chain - ie the managers will discuss environmental, social and governance issues with investee companies with the aim of raising standards

Stewardship escalation policy

Escalation policies describe how a manager will proceed if stewardship / engagement activity is not successful in the short term.

Company Wide Exclusions
Controversial weapons avoidance policy (AFM companywide)

Find fund / asset management companies (not funds) that avoid investment in 'controversial weapons' across all of their funds and other investment vehicles.

Review(ing) carbon / fossil fuel exposure for all funds (AFM companywide)

Find funds / asset managers that are reviewing, or have reviewed, their exposure to carbon intensive industries including (but not only) mining, oil and gas companies. (Typically with reference to climate change.)

Climate & Net Zero Transition
Net Zero commitment (AFM companywide)

Fund / asset management organisations that have pledged to reduce their greenhouse gas emissions to ‘net zero’. Strategies vary - this area is changing rapidly.

Voting policy includes net zero targets (AFM companywide)

Fund / asset manager AGM / EGM voting strategy has processes in place that mean they will normally be expected to vote in a way that will encourage the transition to net zero greenhouse gas emissions.

Publish 'CEO owned' Climate Risk policy (AFM companywide)

Find fund / asset management companies that have published a Climate Risk policy or statement that is signed / owned by their Chief Executive.

Net Zero - have set a Net Zero target date (AFM companywide)

This fund / asset management company has set a date by which they plan to achieve net zero greenhouse gas / CO2e emissions.

Encourage carbon / greenhouse gas reduction (AFM companywide)

Find fund / asset management companies that are working with the companies they invest in to encourage reductions in carbon dioxide and other greenhouse gas emissions.

Carbon transition plan published (AFM companywide)

Finds organisations / fund managers that have a company wide carbon transition plan - meaning that they have plotted a path to how they will move away from activities that produce or use carbon based energy sources (that emit greenhouse gases) towards clean, alternative, renewable energy sources.

‘Forward Looking Climate Metrics’ published / ITR (AFM companywide)

Finds organisations / fund managers that have published ‘forward looking climate metrics’ e.g. 'implied temperature rise' data that are a total of the asset management company's share (% owned) of all the investee company emissions of the assets they manage, as well as their own direct and other indirect emissions.

In-house carbon / GHG reduction policy (AFM companywide)

Find fund / asset management companies that are working to reduce their own (fund management company) carbon/greenhouse gas emissions.

Working towards a ‘Net Zero’ commitment (AFM companywide)

Finds organisations / fund management companies that are in the process of working out how to make a ‘net zero commitment’ - meaning that when that is finalised they will have started the process of reducing their total greenhouse gas emissions to 'zero'.

Committed to SBTi / Science Based Targets Initiative

See https://sciencebasedtargets.org/

Transparency
Publish responsible ownership / stewardship report (AFM companywide)

Find fund / asset management companies that publish a report detailing their responsible investment ownership - also known as 'Stewardship' - activity.

Full stewardship / responsible ownership policy information on company website

Find fund / asset management companies that publish information about their sustainable and responsible investment strategies on their company website.

Publish full voting record (AFM companywide)

Fund / asset management companies that publish a full record of how they vote their shares at AGMs (annual general meetings) and EGMs (extraordinary general meetings). Voting strategies have an important role to play encouraging higher environmental, social and governance standards.

Sustainability transition plan publicly available (AFM companywide)

This fund / asset management company has published a plan that explains how they are to become a sustainable business - without significant negative environmental or social impacts.

Paris Alignment plan publicly available (AFM companywide)

This fund / asset management company has published a plan that explains how they will align to the climate change commitments made at the Paris Climate Talks, COP21.

Net Zero transition plan publicly available (AFM companywide)

This fund / asset management company has published a plan that explains how they are going to achieve net zero greenhouse gas / CO2e emissions.

Dialshifter statement

Find fund / asset management companies that have supplied Dialshifter information. See Dialshifter tab within record for more information.

Sustainability is fundamental to our investment principles at Schroders and we have an experienced and well-resourced Sustainable Investment team, who are embedded within our investment function. We are a global team, spread across four regional hubs in London, Paris, Singapore and New York, aiming to ensure that sustainability is embedded through our global investment teams and client functions.

The team is led by Andrew Howard, Global Head of Sustainable Investment. As team head, he oversees our approach to ESG integration, active ownership, our sustainability research and tools, and our reporting and product strategy.

Our central Sustainable Investment team sits alongside investment teams rather than operating in a silo, which facilitates regular dialogue with our analysts and portfolio managers.
It is organised into four pillars:

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We outline their key responsibilities and areas of focus below.

1. Thematics
Comprising sustainability research, active ownership, and models and analytics, our thematics team help power investment decision making with proprietary insights and analysis, working with fund managers and analysts to make better informed investment decisions. Responsibilities include:

  •  Providing sustainability – related research and technical support for stakeholders across the firm.
  • Engaging companies to understand how prepared they are for a changing world and pushing them towards more sustainable practices where relevant to achieve better investment outcomes for our clients.
  • Exercising voting rights in line with our Voting Policy and Principles.
  • Maintaining and evolving of our suite of proprietary sustainability tools.
  • Harnessing sustainability data effectively from both conventional and unconventional sources.


2. Advisory and Integration

Our Advisory and Integration team acts as a central contact point and consultant for a range of stakeholders across the business. This includes advising investment teams on ESG integration best practice; compliance, risk and legal teams on ESG regulation; and working with our regional experts across Asia Pacific, Europe and North America, as outlined under pillar four.

3. Impact

Our Impact team is responsible for scaling our impact product offering in line with best-practice impact principles. The team works closely with investment teams and is responsible for developing and implementing our impact management and measurement framework, including impact assessment and monitoring at transaction and portfolio level, product development, impact strategy and impact reporting.

4. Regional Expertise

Our Regional Experts based in Asia Pacific, Europe and North America have a deep understanding of local market characteristics and nuances, and are responsible for staying abreast of sustainability-related developments. Our experts work with clients and internal teams to navigate and support clients’ ESG aspirations and challenges, utilising Schroders’ proprietary tools and research to develop investment solutions that meet their needs. They also engage with regulators and industry bodies to shape and support the global sustainable finance agenda. Our regional experts are a critical extension of the central team in London as the firm continues to evolve its global sustainable investing strategy.

Governance of ESG Strategies and Policies

We have a number of governance structures in place for decision-making and oversight of our approach to sustainable investment. The Board of Schroders plc (the Board) has collective responsibility for the management, direction and performance of the Group, and is accountable for our overall business strategy. The Group Chief Executive is responsible for proposing the strategy for the Group and for its implementation, supported by the Group’s senior management team and a number of Committees, some of which are noted below.

The Group Sustainability and Impact (GSI) Committee provides advice to the Group Chief Executive on sustainability and impact matters. The Committee considers, reviews and recommends the overall global sustainability and impact strategy, including key initiatives, new commitments and policies for approval. The Global Head of Sustainable Investment and Global Head of Corporate Sustainability are members of the Committee and report to the Board.

The Sustainability Executive Committee (ExCo) develops and oversees the delivery of our Group-level sustainable investment management strategy. The ExCo also advises on the development of our sustainability and impact investment and product frameworks. The ExCo has senior representation from across the business including Investment, Client Group, Wealth Management, Schroders Capital and Corporate Sustainability.

The Group Regulatory Oversight Committee (GROC) oversees the progress of sustainability regulatory change programmes, as well as facilitating the monitoring of emergent sustainability regulations and ensuring we have appropriately determined the impact on our Group sustainability strategy and supporting operations. The GROC receives input on planned or potential sustainability-related regulation from our Public Policy and Compliance teams, which actively engage with relevant regulators, industry trade associations and other bodies in our key markets of the UK and EU. Once the business implications of new legal and regulatory requirements are defined, the relevant sustainability regulations programme workstreams deliver the necessary change to our business operations. The GROC oversees the progress of the programme, including monitoring and mitigating associated risks and issues. Where necessary, risks and key issues from the GROC can be escalated to the Group Risk Committee for resolution.

Certain Schroders entities, businesses and Investment teams also have their own committees which consider their sustainable investment activities. For example, the Private Assets Sustainability and Impact Steering Committee (PA S&I SteerCo) develops and oversees the implementation of the Private Assets Sustainability and Impact strategy. In addition, the Wealth Management Sustainable Investment Committee (WMSIC), a sub-committee of the Wealth Management Investment Committee (WMIC), has delegated responsibility for recommending Wealth Management's Sustainability models, as well as providing investment strategy and direction for client portfolios that are linked to the sustainable models.

Alongside our central Sustainable Investment team, sustainable investing is also overseen and delivered by dedicated teams and expert individuals embedded throughout the firm (including across Investment teams and Client Group functions).

Industry Involvement

We have a long-standing commitment to support and collaborate with several industry groups, organisations and initiatives to promote well-functioning financial markets.

Our key stakeholders include exchanges, regulators and international and regional trade associations. For example, Schroders is a member of trade bodies such as the Investment Association in the UK, the European Fund and Asset Management Association (EFAMA), the Asia Securities Industry and Financial Markets Association (ASIFMA) in Hong Kong and the Securities Industry and Financial Markets Association (SIFMA) in the US. Through this participation we share our insights to support the development of policy recommendations, share best practice and build coalitions of like-minded market participants to advocate for better functioning markets.

Our activity with policymakers aims to help them ensure that the measures they take support businesses and provide clear direction. By monitoring and influencing regulatory initiatives at their inception, we aim to support the development of a business environment which is conducive to Schroders’ clients’ best interests.

We aim to engage with the regulatory environments in which we are operating and raise awareness on sustainability matters. We believe well-designed regulation is an important cornerstone to promoting healthy markets and have asked publicly that policy makers support sustainable finance legislation and regulation and deliver on commitments, including around climate mitigation.

We consider this to be key in improving responsible investment standards across sectors, establishing a consistent dialogue with companies, and in promoting the ongoing development and recognition of sustainability and Environmental, Social and Governance (ESG) topics within the investment industry. A full list of organizations and initiatives of which Schroders is a member or signatory is available here: https://www.schroders.com/en/global/individual/corporate-transparency/working-with-policy-makers/memberships/

Our organisation is helping to support the Paris Climate Agreement and the Race to Net Zero by…

  • Working in partnership with asset owner clients on decarbonisation goals, consistent with an ambition to reach net zero emissions by 2050 or sooner across all assets under management;
  • Setting an interim target for the proportion of assets to be managed in line with the attainment of net zero emissions by 2050 or sooner; and
  • Reviewing our interim target at least every five years, with a goal of ratcheting up the proportion of assets covered until 100% are included, as efforts to structurally decarbonise economies play out.

Funds

Disclaimer

Important Information
This document is addressed to the intended recipient for its rating purpose in the fund vehicle(s) mentioned only. This is not a marketing document.
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.
Schroders has expressed its own views and opinions in this document, and these may change.
This document may contain "forward-looking" information, such as forecasts or projections. Any forecasts stated in this document are not guaranteed and are provided for information purposes only.
The information contained herein is believed to be reliable. Where third-party data is referenced, it remains subject to the rights of the respective provider and must not be reproduced or used without prior consent.
Issued by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registration No 4191730 England. Authorised and regulated by the Financial Conduct Authority.
Issued in September 2025. 06349.