Schroder Global Sustainable Food and Water Fund
SRI Style:
Sustainability Tilt
SDR Labelling:
Sustainability Focus label
Product:
OEIC
Fund Region:
Global
Fund Asset Type:
Equity
Launch Date:
30/06/2023
Last Amended:
Dialshifter (
):
Fund Size:
£22.98m
(as at: 31/12/2024)
ISIN:
GB00BJRSWC59, GB00BJRSWB43, GB00BJRSW692, GB00BJRSW700, GB00BJRSX559
Sustainable, Responsible
&/or ESG Overview:
Awaiting update from fund manager (August 2024)
Primary fund last amended:
Information directly from fund manager.
Fund Filters
Labels & Accreditations
Find funds that have chosen to adopt one of the Financial Conduct Authority (FCA) SDR labels. Please note: there are a range of reasons why potentially relevant funds may not use an SDR label eg. adopting a label may be work in progress, the manager may not yet be allowed to do so because of the product type, a manager may feel their fund is insufficiently aligned to SDR requirements. Read fund literature and / or our blogs for further information.
Sustainable, Responsible &/or ESG Policy:
Objectives
The fund aims to provide capital growth by investing in equity and equity related securities of companies worldwide which help the transition towards the sustainable provision of food and water and which meet the investment manager's sustainability criteria.
Investment Policy
The fund is actively managed and invests at least 80% of its assets in concentrated range of equity and equity related securities of companies worldwide involved in the provision of sustainable food and water activities.
Such companies will either (a) generate at least 50% of their revenue from food and water activities (including in the areas of water management, agricultural equipment, agricultural inputs, food production, processing, packaging and distribution, food and water retail and recycling); or (b) play critical roles in the transition towards the sustainable provision of food and water, and be increasing their exposure to such activities, provided that no more than 5% of the fund's assets invested in companies falling under (b) may contribute to the minimum 80%.
At least 80% of the fund's assets will meet the investment manager's sustainability criteria (please see the fund characteristics section for more details).
The fund typically holds 35 to 60 companies.
The fund does not directly invest in certain activities, industries or groups of issuers above the limits listed under “Sustainability Information” on the fund's webpage, accessed via www.schroders.com/en/uk/private-investor/gfc.
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/uk/private-investor/strategic-capabilities/sustainability/.
The fund may also invest directly or indirectly in other securities (including other asset classes), countries, regions, industries or currencies, collective investment schemes (including Schroder funds), warrants and money market instruments, and hold cash.
(Source: KIID, as at Janaury 2025)
Literature
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
Schroder Global Sustainable Food and Water Fund |
Sustainability Tilt | Sustainability Focus label | OEIC | Global | Equity | 30/06/2023 | ||
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Fund Size: £22.98m (as at: 31/12/2024) ISIN: GB00BJRSWC59, GB00BJRSWB43, GB00BJRSW692, GB00BJRSW700, GB00BJRSX559 |
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Sustainable, Responsible &/or ESG OverviewAwaiting update from fund manager (August 2024) |
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Information received directly from Fund Manager |
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Please select what you would like to read:
Fund FiltersLabels & Accreditations
SDR Labelled
Find funds that have chosen to adopt one of the Financial Conduct Authority (FCA) SDR labels. Please note: there are a range of reasons why potentially relevant funds may not use an SDR label eg. adopting a label may be work in progress, the manager may not yet be allowed to do so because of the product type, a manager may feel their fund is insufficiently aligned to SDR requirements. Read fund literature and / or our blogs for further information. Sustainable, Responsible &/or ESG Policy:Objectives The fund aims to provide capital growth by investing in equity and equity related securities of companies worldwide which help the transition towards the sustainable provision of food and water and which meet the investment manager's sustainability criteria.
Investment Policy The fund is actively managed and invests at least 80% of its assets in concentrated range of equity and equity related securities of companies worldwide involved in the provision of sustainable food and water activities. Such companies will either (a) generate at least 50% of their revenue from food and water activities (including in the areas of water management, agricultural equipment, agricultural inputs, food production, processing, packaging and distribution, food and water retail and recycling); or (b) play critical roles in the transition towards the sustainable provision of food and water, and be increasing their exposure to such activities, provided that no more than 5% of the fund's assets invested in companies falling under (b) may contribute to the minimum 80%. At least 80% of the fund's assets will meet the investment manager's sustainability criteria (please see the fund characteristics section for more details). The fund typically holds 35 to 60 companies. The fund does not directly invest in certain activities, industries or groups of issuers above the limits listed under “Sustainability Information” on the fund's webpage, accessed via www.schroders.com/en/uk/private-investor/gfc. 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/uk/private-investor/strategic-capabilities/sustainability/. The fund may also invest directly or indirectly in other securities (including other asset classes), countries, regions, industries or currencies, collective investment schemes (including Schroder funds), warrants and money market instruments, and hold cash. (Source: KIID, as at Janaury 2025)
Literature |
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