LU0312595415
Schroder ISF Global Climate Change Fund

  • Equities
  • Global
  • SGD Cash, SRS
  • Accumulating
Invest with
SGD Cash, SRS
Payout type
Accumulating
Risk rating
6
About this fund
Description
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.
Key information
Annual report
Product Highlight Sheet
Prospectus
Factsheet
Our perspective
Why we think this fund is best-in-class
product
Product
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.
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people
People
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.
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performance
Performance
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.
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process
Process
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.
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cost
Cost
Retail share class with 100% trailer fee rebated back to Endowus investors to achieve lower cost of access.
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selectionCriteria
How it fits in a portfolio
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
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Invest in this fund
Performance
Shows the total return of this accumulating fund, which includes dividends reinvested.
Total returns
All Time
134.84%
YTD
8.58%
1 month
1.32%
6 month
10.23%
1 year
9.72%
3 year
19.80%
5 year
27.65%
10 year
128.48%
As of Aug 2025
Distributions
This is an accumulating fund, so dividends are re-invested at the fund level.
Risk metrics
Max drawdown
-47.47%As of Aug 2025
Volatility
16.00%As of Aug 2025
Calendar returns
YearTotalJanFebMarAprMayJunJulAugSepOctNovDec
2025-2.6%-4.0%-4.4%-1.0%6.0%3.5%4.9%1.3%----
20246.8%-2.2%4.2%4.4%-0.5%3.5%-1.8%-0.1%-1.8%3.6%-2.2%1.0%-1.3%
20239.7%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%
202112.6%2.5%-1.4%3.9%3.0%-1.8%1.9%2.6%3.3%-4.6%3.5%-0.4%-0.2%
Top Exposures
Microsoft Corp6.81%
Alphabet Inc Class A4.90%
Amazon.com Inc4.54%
Schneider Electric SE3.44%
Legrand SA3.12%
Analog Devices Inc3.04%
NextEra Energy Inc2.77%
Veralto Corp2.64%
Infineon Technologies AG2.48%
Swiss Re AG2.38%
Top exposures represent up to 15 of the fund's largest exposures for each category. Allocation percentages may not sum up to 100% and can include negative values due to rounding or trading activities by the underlying fund managers, including short positions.
Fund fees
1.83%1.38% p.a.
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Fund facts
ISIN
LU0312595415
Fund house
Schroders
Fund size
S$2.3B
As of 12 Sep 2025
Fund benchmark
Morningstar Global TME NR USD
Fund inception date
10 Aug 2007
Fund class currency
SGD
Fund share class
A
Oldest share class ISIN
LU0302446132
Oldest share inception date
29 Jun 2007
Pricing frequency
Daily

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