OMR Schroder Sustainable UK Equity Pn
SRI Style:
Sustainability Tilt
SDR Labelling:
-
Product:
Pension
Fund Region:
UK
Fund Asset Type:
Equity
Launch Date:
27/01/2003
Last Amended:
Dialshifter (
):
Fund Size:
£0.74m
(as at: 30/09/2021)
ISIN:
GB0032489048, GB0033205013
Contact Us:
Objectives:
The fund aims to provide capital growth and income in excess of the FTSE All Share (Gross Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of UK companies which meet the Investment Manager’s sustainability criteria.
Investment Policy:
The fund is actively managed and invests at least 80% of its assets in a concentrated range of equity and equity related securities of UK companies which meet the Investment Manager’s sustainability criteria (please see the Fund Characteristics section for more details). These are companies that are incorporated, headquartered or have their principal business activities in the UK.
The fund maintains a higher overall sustainability score than the FTSE All Share (Gross Total Return) index, based on the Investment Manager’s rating system. More details on the investment process used to achieve this can be found in the Fund Characteristics section below.
The fund does not invest in certain activities, industries or groups of issuers above certain limits listed under “Exclusion thresholds” in the Fund Characteristics section.
The fund invests in companies that have good governance practices, as determined by the Investment Manager’s rating criteria (please see the Fund Characteristics section for more details).
The fund may invest in companies that the Investment Manager believes will improve their sustainability practices within a reasonable timeframe, typically up to two years.
The Investment Manager may also engage with companies held by the Fund to challenge identified areas of weakness on sustainability issues. More details on the Investment Manager’s approach to sustainability and its engagement with companies are available on the website https://www.schroders.com/en-gb/uk/individual/what-we-do/sustainable-investing/
The fund typically holds 30 to 60 companies.
The fund may also invest directly or indirectly in other securities (including in other asset classes), countries, regions, industries or currencies, collective investment schemes (including Schroder funds), warrants and money market instruments, and hold cash.
The Fund may use derivatives with the aim of reducing risk or managing the Fund more efficiently (for more information please refer to Appendix III. Section 10: Derivatives and Forwards of the Prospectus).
Sustainable, Responsible
&/or ESG Overview:
This pension product is linked to the "Schroder Sustainable UK Equity" fund. The following information refers to the primary (OIEC) fund
The Schroder Sustainable UK Equity Fund employs a sustainability-driven, active investment approach. which seeks to invest in in companies that help solve some of the world’s biggest problems. These are companies with genuinely sustainable business models and attractive long-term growth prospects. This is demonstrated either through:
- Providing solutions – companies whose products and services have positive effects on the sustainability of the world around us
- Purpose – companies whose actions and policies demonstrate a clear commitment to sustainability in both their relationships with stakeholders and in their efforts to mitigate their impact on the natural environment
This is a focused, yet diversified, active research-based sustainability solution, that has no predetermined style bias and which invests for the long-term.
Primary fund last amended:
Information directly from fund manager.
Fund Filters
Sustainability - General
Find funds which substantially focus on sustainability issues
A core element of these funds aim to encourage higher sustainability standards across business practices through responsible ownership / stewardship / engagement / voting activity
Find funds that publicly report their performance against specifically named sustainability objectives (in addition to reporting their financial performance)
Environmental - General
Funds that limit or 'reduce' their exposure to carbon intensive industries (ie sectors which are major contributors to climate change. Funds vary - some funds may be 'underweight' in this area which means they may have some investment in highly carbon intensive areas. Funds of this kind may choose companies they consider to be 'best in sector' and encourage ever higher standards. Strategies vary. See fund information for further details.
Climate Change & Energy
Funds that avoid investing in major coal, oil and/or gas (extraction) companies. Funds vary: some may exclude all companies that extract oil. Others may have exposure to oil extraction via more diversified energy companies. See fund literature to confirm details.
Funds that avoid companies involved in fracking and tar sands - which are widely regarded as controversial methods of oil and gas extraction. Strategies vary. See fund information for further information.
Funds that avoid companies that are involved in extracting oil from the Arctic regions. See fund literature for further details.
Funds that avoid investing in companies with coal, oil and gas reserves. See fund information for further details.
Funds that hold companies in the clean energy and renewable energy sectors (at the time research was supplied). Fund strategies vary, in particular the proportion of investment in these areas may vary significantly. Check fund literature for details.
Find funds that have policies which say they avoid or limit their investment in the nuclear industry. Strategies vary. See fund information for further detail.
The fund manager excludes companies with direct involvement in fossil fuel exploration (eg coal, oil and gas companies)
This fund has a strategy that aims ensure its holdings will gradually reduce their greenhouse gas emissions in line with targets set at COP21 in Paris. The ultimate aim is to achieve ‘net zero emissions by 2050’ and a ‘maximum global temperature increase of +1.5 to +2 degrees above preindustrial levels’. Strategies and opinions vary. Read fund information.
Find funds that require all, or almost all, of the companies it invests in to have a ‘net zero action plan’ - meaning that the companies they invest in have worked out how they will, over time, reduce their total carbon (and other greenhouse gas) emissions to nil.
Will only invest in companies that report greenhouse gas emissions reduction strategies in line with the framework set out the by the Taskforce for Climate Related Financial Disclosure, which is increasingly becoming mandatory. See https://www.fsb-tcfd.org/ https ://www.ifrs.org/sustainability/tcfd/
Social / Employment
Find funds that invest in line with positive strategies that relate to 'people' issues - such as having strong human rights, labour standards and equal opportunities practices. Such funds are likely to invest in companies that have market leading standards with regard to employee and supplier practices. Read fund literature for further information.
Find funds with policies or themes that set out their approach to health and wellbeing issues. Funds of this kind typically aim to invest in companies with high standards - or encourage high standards. Themed funds are likely to have more of an emphasis on this area. Strategies vary. See fund information for further detail.
All mining companies excluded
Ethical Values Led Exclusions
Find funds that have policies that set out their position on ethical or 'personal values' based issues. Strategies vary. See fund information for further detail.
Companies are excluded if they are involved in any aspect of the production chain for tobacco products, including cigarettes, vaping, e-cigarettes, chewing tobacco and cigars.
Find funds that avoid companies that manufacture products intended specifically for military use. Fund strategies vary - particularly with regard to non-strategic military products. See fund literature for fund specific details.
Find funds with a written civilian firearms exclusion policy - meaning that they will not invest in companies that make (or perhaps also sell) handguns made for non-military users.
Find funds that avoid investment in companies involved in the production of alcohol. Strategies vary; some funds allow a small proportion of profits to come from this area. See fund literature for further information.
Find funds that avoid companies with significant involvement in the gambling industry. Some funds may allow a small proportion of profits to come from this area. See fund policy for further details.
Find funds that avoid companies that derive significant income from pornography and related areas. Strategies vary. See fund details for further information.
Banking & Financials
Fund excludes financial services companies with widely criticised, aggressive lending practices where interest rates are typically very high, includes ‘doorstep lending’)
Will avoid banks that have a large part of their loan book (or other assets) invested in fossil fuels companies - particular coal, oil and gas.
Governance & Management
Exclude companies that are subject to United Nations sanctions. See eg https://main.un.org/securitycouncil/en/content/un-sc-consolidated-list
Fund managers encourage the companies they invest in to have more diverse board structures (e.g. more women on boards)
Fund Governance
Find funds that factor in 'environmental, social and governance' issues as part of their investment decision making process. A focus on 'ESG' typically means a fund is carrying out additional research to help reduce ESG related risks. It does not necessarily mean a focus on sustainability. Strategies vary. See fund literature.
Asset Size
Find a fund that invests in a combination of small, medium and larger (potentially multinational)companies.
Impact Methodologies
Funds that aim to measure the positive real world environmental and / or social benefits that are associated with their investment strategy. Funds that aim to deliver positive impacts and measure those impacts may be referred to as 'impact funds' - although impact measurement is not restricted to impact funds. Strategies vary. See fund information.
Fund aims to deliver positive environmental and or social impacts (real world benefits) through its engagement with investee assets
50% of fund assets are regarded by the fund manager as being significantly focused on providing solutions to environmental or social challenges. Strategies vary.
Unscreened Assets & Cash
All assets held in the fund - except cash - meet the sustainability criteria published in fund documentation.
Intended Clients & Product Options
Finds funds designed to meet the needs of individual investors with an interest in sustainability issues.
Transparency
Find fund management companies that have supplied Dialshifter information. See Dialshifter tab within record for more information.
Sustainable, Responsible &/or ESG Policy:
The fund is actively managed and invests at least 80% of its assets in a concentrated range of equity and equity related securities of UK companies which meet the Investment Manager's sustainability criteria (please see the Fund Characteristics section of the prospectus relating to the fund). These are companies that are incorporated, headquartered or have their principal business activities in the UK.
The fund maintains a higher overall sustainability score than the FTSE All Share (Gross Total Return) index, based on the Investment Manager's rating system.
The fund does not invest in certain activities, industries or groups of issuers above certain limits listed under “Exclusion thresholds” in the Fund Characteristics section of the prospectus relating to the fund.
The fund invests in companies that have good governance practices, as determined by the Investment Manager's rating criteria.
The fund may invest in companies that the Investment Manager believes will improve their sustainability practices within a reasonable timeframe, typically up to two years.
Exclusion thresholds:
The fund does not invest in issuers that generate revenue above the thresholds listed below:
- Thermal Coal Mining Maximum Percentage of Revenue (5%)
- Conventional Oil and Gas Extraction & Production Maximum Percentage of Revenue (5%)
- Unconventional Oil and Gas Extraction & Production Maximum Percentage of Revenue (5%)
- Percentage of Power Generation from Thermal Coal1 (10%)
- Alcohol Production Maximum Percentage of Revenue (5%)
- Alcohol Value Chain Maximum Percentage of Revenue (15%)
- Tobacco Value Chain Maximum Percentage of Revenue (5%)
- Gambling Maximum Percentage of Revenue (5%)
- Adult Entertainment Maximum Percentage of Revenue (5%)
- Conventional Weapons Maximum Percentage of Revenue (5%)
- Civilian Firearms Maximum Percentage of Revenue (0%)
- Nuclear Weapons Maximum Percentage of Revenue (0%)
- Biological/Chemical Weapons Maximum Percentage of Revenue (0%)
- Any Tie to Cluster Munitions
- Any Tie to Depleted Uranium Manufacturing
- Any Tie to Landmine Manufacturing
The fund also does not invest in any company on the Carbon Underground 200 list. Additionally, the fund cannot invest in Schroders Controversial Weapons Curated List - Schroders controversial weapons screening covers cluster munitions, anti-personnel mines, and chemical and biological weapons. Full details of the criteria and company names are available via the following link: https://www.schroders.com/en/sustainability/active-ownership/group-exclusions/
Process:
The Investment Manager applies sustainability criteria when selecting investments for the fund.
Companies in the investment universe are firstly assessed using a proprietary tool to exclude companies that it deems to have materially negative social values. Social value attributes a monetary value to the social and environmental impact a company has on society.
The Investment Manager uses a second proprietary tool to assess an issuer against key stakeholder considerations (including treatment of employees, communities, suppliers, customers and regulators) and its governance practices and management quality relative to sector peers, which will be considered before deciding whether the issuer is eligible for the portfolio.
The Investment Manager then performs its own research and analysis to identify companies that either:
- sell products or services that have positive societal benefits. Examples may include companies contributing to sustainable infrastructure or the transition to low carbon energy sources, or providing products or services enabling consumers to live more sustainably or which improve the health and wellbeing of society.
- take actions and have policies that demonstrate a commitments to sustainability in their relationship with stakeholders and their impact on the environment.
Once identified, such companies are eligible for inclusion in the fund’s portfolio.
The sources of information used to perform the analysis include information provided by the companies, such as company sustainability reports and other relevant company material, as well as Schroders’ proprietary sustainability tools, third-party data and discussions with management teams.
Disclaimer
Risk considerations - Schroder Sustainable UK Equity Fund
The following risks may affect fund performance:
- 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.
- Capital erosion: As a result of fees being charged to capital, the distributable income of the fund may be higher, but there is the potential that performance or capital value may be eroded.
- Currency risk: The fund may lose value as a result of movements in foreign exchange rates.
- Operational risk: Operational processes, including those related to the safekeeping of assets, may fail. This may result in losses to the fund.
- Market risk: The value of investments can go up and down and an investor may not get back the amount initially invested.
- 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.
- 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.
- 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.
- 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.
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
OMR Schroder Sustainable UK Equity Pn |
Sustainability Tilt | - | Pension | UK | Equity | 27/01/2003 | ||
ObjectivesThe fund aims to provide capital growth and income in excess of the FTSE All Share (Gross Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of UK companies which meet the Investment Manager’s sustainability criteria.
Investment Policy: The fund is actively managed and invests at least 80% of its assets in a concentrated range of equity and equity related securities of UK companies which meet the Investment Manager’s sustainability criteria (please see the Fund Characteristics section for more details). These are companies that are incorporated, headquartered or have their principal business activities in the UK. The fund maintains a higher overall sustainability score than the FTSE All Share (Gross Total Return) index, based on the Investment Manager’s rating system. More details on the investment process used to achieve this can be found in the Fund Characteristics section below. The fund does not invest in certain activities, industries or groups of issuers above certain limits listed under “Exclusion thresholds” in the Fund Characteristics section. The fund invests in companies that have good governance practices, as determined by the Investment Manager’s rating criteria (please see the Fund Characteristics section for more details). The fund may invest in companies that the Investment Manager believes will improve their sustainability practices within a reasonable timeframe, typically up to two years. The Investment Manager may also engage with companies held by the Fund to challenge identified areas of weakness on sustainability issues. More details on the Investment Manager’s approach to sustainability and its engagement with companies are available on the website https://www.schroders.com/en-gb/uk/individual/what-we-do/sustainable-investing/ The fund typically holds 30 to 60 companies. The fund may also invest directly or indirectly in other securities (including in other asset classes), countries, regions, industries or currencies, collective investment schemes (including Schroder funds), warrants and money market instruments, and hold cash. The Fund may use derivatives with the aim of reducing risk or managing the Fund more efficiently (for more information please refer to Appendix III. Section 10: Derivatives and Forwards of the Prospectus). |
Fund Size: £0.74m (as at: 30/09/2021) ISIN: GB0032489048, GB0033205013 Contact Us: sami.arouche@schroders.com |
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Sustainable, Responsible &/or ESG OverviewThis pension product is linked to the "Schroder Sustainable UK Equity" fund. The following information refers to the primary (OIEC) fund
The Schroder Sustainable UK Equity Fund employs a sustainability-driven, active investment approach. which seeks to invest in in companies that help solve some of the world’s biggest problems. These are companies with genuinely sustainable business models and attractive long-term growth prospects. This is demonstrated either through:
This is a focused, yet diversified, active research-based sustainability solution, that has no predetermined style bias and which invests for the long-term.
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Information received directly from Fund Manager |
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Please select what you would like to read:
Fund FiltersSustainability - General
Sustainability focus
Find funds which substantially focus on sustainability issues
Encourage more sustainable practices through stewardship
A core element of these funds aim to encourage higher sustainability standards across business practices through responsible ownership / stewardship / engagement / voting activity
Report against sustainability objectives
Find funds that publicly report their performance against specifically named sustainability objectives (in addition to reporting their financial performance) Environmental - General
Limits exposure to carbon intensive industries
Funds that limit or 'reduce' their exposure to carbon intensive industries (ie sectors which are major contributors to climate change. Funds vary - some funds may be 'underweight' in this area which means they may have some investment in highly carbon intensive areas. Funds of this kind may choose companies they consider to be 'best in sector' and encourage ever higher standards. Strategies vary. See fund information for further details. Climate Change & Energy
Coal, oil & / or gas majors excluded
Funds that avoid investing in major coal, oil and/or gas (extraction) companies. Funds vary: some may exclude all companies that extract oil. Others may have exposure to oil extraction via more diversified energy companies. See fund literature to confirm details.
Fracking and tar sands excluded
Funds that avoid companies involved in fracking and tar sands - which are widely regarded as controversial methods of oil and gas extraction. Strategies vary. See fund information for further information.
Arctic drilling exclusion
Funds that avoid companies that are involved in extracting oil from the Arctic regions. See fund literature for further details.
Fossil fuel reserves exclusion
Funds that avoid investing in companies with coal, oil and gas reserves. See fund information for further details.
Invests in clean energy / renewables
Funds that hold companies in the clean energy and renewable energy sectors (at the time research was supplied). Fund strategies vary, in particular the proportion of investment in these areas may vary significantly. Check fund literature for details.
Nuclear exclusion policy
Find funds that have policies which say they avoid or limit their investment in the nuclear industry. Strategies vary. See fund information for further detail.
Fossil fuel exploration exclusion - direct involvement
The fund manager excludes companies with direct involvement in fossil fuel exploration (eg coal, oil and gas companies)
Paris aligned fund strategy
This fund has a strategy that aims ensure its holdings will gradually reduce their greenhouse gas emissions in line with targets set at COP21 in Paris. The ultimate aim is to achieve ‘net zero emissions by 2050’ and a ‘maximum global temperature increase of +1.5 to +2 degrees above preindustrial levels’. Strategies and opinions vary. Read fund information.
Require net zero action plan from all/most companies
Find funds that require all, or almost all, of the companies it invests in to have a ‘net zero action plan’ - meaning that the companies they invest in have worked out how they will, over time, reduce their total carbon (and other greenhouse gas) emissions to nil.
TCFD reporting requirement (Becoming IFRS)
Will only invest in companies that report greenhouse gas emissions reduction strategies in line with the framework set out the by the Taskforce for Climate Related Financial Disclosure, which is increasingly becoming mandatory. See https://www.fsb-tcfd.org/ https ://www.ifrs.org/sustainability/tcfd/ Social / Employment
Favours companies with strong social policies
Find funds that invest in line with positive strategies that relate to 'people' issues - such as having strong human rights, labour standards and equal opportunities practices. Such funds are likely to invest in companies that have market leading standards with regard to employee and supplier practices. Read fund literature for further information.
Health & wellbeing policies or theme
Find funds with policies or themes that set out their approach to health and wellbeing issues. Funds of this kind typically aim to invest in companies with high standards - or encourage high standards. Themed funds are likely to have more of an emphasis on this area. Strategies vary. See fund information for further detail.
Mining exclusion
All mining companies excluded Ethical Values Led Exclusions
Ethical policies
Find funds that have policies that set out their position on ethical or 'personal values' based issues. Strategies vary. See fund information for further detail.
Tobacco and related product manufacturers excluded
Companies are excluded if they are involved in any aspect of the production chain for tobacco products, including cigarettes, vaping, e-cigarettes, chewing tobacco and cigars.
Armaments manufacturers avoided
Find funds that avoid companies that manufacture products intended specifically for military use. Fund strategies vary - particularly with regard to non-strategic military products. See fund literature for fund specific details.
Civilian firearms production exclusion
Find funds with a written civilian firearms exclusion policy - meaning that they will not invest in companies that make (or perhaps also sell) handguns made for non-military users.
Alcohol production excluded
Find funds that avoid investment in companies involved in the production of alcohol. Strategies vary; some funds allow a small proportion of profits to come from this area. See fund literature for further information.
Gambling avoidance policy
Find funds that avoid companies with significant involvement in the gambling industry. Some funds may allow a small proportion of profits to come from this area. See fund policy for further details.
Pornography avoidance policy
Find funds that avoid companies that derive significant income from pornography and related areas. Strategies vary. See fund details for further information. Banking & Financials
Predatory lending exclusion
Fund excludes financial services companies with widely criticised, aggressive lending practices where interest rates are typically very high, includes ‘doorstep lending’)
Exclude banks with significant fossil fuel investments
Will avoid banks that have a large part of their loan book (or other assets) invested in fossil fuels companies - particular coal, oil and gas. Governance & Management
UN sanctions exclusion
Exclude companies that are subject to United Nations sanctions. See eg https://main.un.org/securitycouncil/en/content/un-sc-consolidated-list
Encourage board diversity e.g. gender
Fund managers encourage the companies they invest in to have more diverse board structures (e.g. more women on boards) Fund Governance
ESG integration strategy
Find funds that factor in 'environmental, social and governance' issues as part of their investment decision making process. A focus on 'ESG' typically means a fund is carrying out additional research to help reduce ESG related risks. It does not necessarily mean a focus on sustainability. Strategies vary. See fund literature. Asset Size
Invests in small, mid and large cap companies / assets
Find a fund that invests in a combination of small, medium and larger (potentially multinational)companies. Impact Methodologies
Measures positive impacts
Funds that aim to measure the positive real world environmental and / or social benefits that are associated with their investment strategy. Funds that aim to deliver positive impacts and measure those impacts may be referred to as 'impact funds' - although impact measurement is not restricted to impact funds. Strategies vary. See fund information.
Aim to deliver positive impacts through engagement
Fund aims to deliver positive environmental and or social impacts (real world benefits) through its engagement with investee assets
Over 50% in assets providing environmental or social ‘solutions’
50% of fund assets are regarded by the fund manager as being significantly focused on providing solutions to environmental or social challenges. Strategies vary. Unscreened Assets & Cash
All assets (except cash) meet published sustainability criteria
All assets held in the fund - except cash - meet the sustainability criteria published in fund documentation. Intended Clients & Product Options
Intended for investors interested in sustainability
Finds funds designed to meet the needs of individual investors with an interest in sustainability issues. Transparency
Dialshifter statement
Find fund management companies that have supplied Dialshifter information. See Dialshifter tab within record for more information. Sustainable, Responsible &/or ESG Policy:The fund is actively managed and invests at least 80% of its assets in a concentrated range of equity and equity related securities of UK companies which meet the Investment Manager's sustainability criteria (please see the Fund Characteristics section of the prospectus relating to the fund). These are companies that are incorporated, headquartered or have their principal business activities in the UK. The fund maintains a higher overall sustainability score than the FTSE All Share (Gross Total Return) index, based on the Investment Manager's rating system. The fund does not invest in certain activities, industries or groups of issuers above certain limits listed under “Exclusion thresholds” in the Fund Characteristics section of the prospectus relating to the fund. The fund invests in companies that have good governance practices, as determined by the Investment Manager's rating criteria. The fund may invest in companies that the Investment Manager believes will improve their sustainability practices within a reasonable timeframe, typically up to two years.
Exclusion thresholds: The fund does not invest in issuers that generate revenue above the thresholds listed below:
The fund also does not invest in any company on the Carbon Underground 200 list. Additionally, the fund cannot invest in Schroders Controversial Weapons Curated List - Schroders controversial weapons screening covers cluster munitions, anti-personnel mines, and chemical and biological weapons. Full details of the criteria and company names are available via the following link: https://www.schroders.com/en/sustainability/active-ownership/group-exclusions/
Process:The Investment Manager applies sustainability criteria when selecting investments for the fund. Companies in the investment universe are firstly assessed using a proprietary tool to exclude companies that it deems to have materially negative social values. Social value attributes a monetary value to the social and environmental impact a company has on society. The Investment Manager uses a second proprietary tool to assess an issuer against key stakeholder considerations (including treatment of employees, communities, suppliers, customers and regulators) and its governance practices and management quality relative to sector peers, which will be considered before deciding whether the issuer is eligible for the portfolio. The Investment Manager then performs its own research and analysis to identify companies that either:
Once identified, such companies are eligible for inclusion in the fund’s portfolio. The sources of information used to perform the analysis include information provided by the companies, such as company sustainability reports and other relevant company material, as well as Schroders’ proprietary sustainability tools, third-party data and discussions with management teams. DisclaimerRisk considerations - Schroder Sustainable UK Equity Fund The following risks may affect fund performance:
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