Schroder ISF Global Climate Change Fund(LU0312595415)
- Equities
- Global
- SGD Cash, SRS
- Accumulating
The Fund aims to provide capital growth by investing in equity and equity-related securities of companies worldwide which the investment manager believes will benefit from efforts to accommodate or limit the impact of global climate change.
One of the first funds to incorporate a climate change focus, incepted in 2007.A diverse portfolio of companies whose long-term outlook will be positively impacted by the mitigation of and adaptation to climate change. Invests across all sectors, except for some exclusions highlighted in the Process section below.Incorporates 5 key themes: (1) clean energy, (2) sustainable transport, (3) environmental resources, (4) low carbon leader, and (5) energy efficiency.
Lead PM Simon Webber has been managing the strategy since inception, and has more than 20 years of industry experience. He is supported by Co-Lead PM Isabella Hervey-Bathurst, who started as an analyst in the strategy in 2014, and later became PM in 2020.Leverage on Schroders’ global equity analysts, with deep investing expertise in technology, energy, utilities, materials, automotive, etc, which are the sectors especially relevant for a climate change strategy. In-house climate change specialist Andrew Howard (Head of Sustainability Research) provides input on ESG integration and company engagement efforts.
Attractive long-term risk-adjusted returns relative to peers in Morningstar’s “Sector Equity - Ecology” category. This category has increasingly grown in popularity over the last 3 years, and the Fund has successfully been defending its leading position.
Invests across all sectors, as the team believes that climate change will impact every company. However, the Fund is prohibited from investing in the traditional energy sector (e.g. oil and gas, shale oil, etc), tobacco companies, and weapon manufacturers.Candidates are firstly evaluated for their relevance to the five key themes, and then assessed for their potential for future growth, current valuation, and other ESG factors using Schroders’ proprietary framework.Portfolio companies are put under ongoing engagement to improve their impact on climate change.
Retail share class with 100% trailer fee rebated back to Endowus investors to achieve lower cost of access.
Global warming is an undeniable reality that profoundly impacts economies and companies. We recommend the Fund for investors looking into investing in companies that attempt to tackle or adapt to climate change – these companies are believed to be able to sustain their long-term growth amidst the changing environment.Has a natural growth tilt given the Fund’s focus on investing in companies producing new climate change solutions; may experience volatility during risk-off markets.Investors are reminded to use this Fund in tandem with a globally and sectorally diversified investment portfolio.Updated as of 2022/12/02
Daily data. Returns as of 11 Sep 2026.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | - | 3.1% | 1.5% | -5.6% | 11.2% | 5.6% | -3.8% | -2.9% | 0.1% | - | - | - | - |
| 2025 | 16.3% | 2.6% | -4.0% | -4.4% | -1.0% | 6.0% | 3.5% | 4.9% | 1.3% | 3.1% | 4.8% | -0.6% | -0.2% |
| 2024 | 6.8% | -2.2% | 4.2% | 4.4% | -0.5% | 3.5% | -1.8% | -0.1% | -1.8% | 3.6% | -2.2% | 1.0% | -1.3% |
| 2023 | 9.7% | 6.3% | 0.2% | 1.6% | -1.5% | 2.6% | 3.8% | 1.0% | -3.6% | -5.1% | -7.3% | 7.7% | 5.0% |
| 2022 | -25.4% | -10.1% | -1.6% | 2.6% | -7.7% | -1.2% | -9.9% | 8.8% | -2.3% | -9.1% | 3.3% | 5.2% | -4.7% |
| Load more | 5 of 20 | ||||||||||||
Initial investment
Minimum S$100
Subsequent investment
Minimum S$100
| Alphabet Inc Class A | 7.01% |
| Microsoft Corp | 5.41% |
| Amazon.com Inc | 4.13% |
| Vestas Wind Systems AS | 2.84% |
| Keyence Corp | 2.76% |
| Contemporary Amperex Technology Co Ltd Class A | 2.74% |
| NextEra Energy Inc | 2.65% |
| Iberdrola SA | 2.60% |
| Infineon Technologies AG | 2.58% |
| Schneider Electric SE | 2.56% |
| Kingspan Group PLC | 2.26% |
| Chroma Ate Inc | 2.20% |
| Cadence Design Systems Inc | 2.06% |
| Nextpower Inc Class A | 2.03% |
| Legrand SA | 2.00% |
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