Schroders has launched a listed global equity impact Article 9 fund amid growing demand for public equity-focused impact strategies.
Schroder International Selection Fund (Schroder ISF) Global Equity Impact is the newest addition to the firm’s impact-driven fund range, leveraging expertise from BlueOrchard, part of the Schroders Group.
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Drawing on the UN Sustainable Development Goals (UN SDGs), this Article 9 fund under the EU’s Sustainable Finance Disclosure Regulation will invest in companies across all sectors addressing themes such as health and wellness, financial inclusion, sustainable infrastructure, and responsible consumption and production.
The fund will focus on companies addressing societal and environmental challenges that individuals and industries will likely face in the coming decades.
The Luxembourg-domiciled fund, managed jointly by Joanna Wald and Paul Griffin, is a collaboration between Schroders’ US Small and Mid-Cap team and European Equity specialist team.
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The fund managers commented: “We identify companies whose technology, scientific expertise or market leadership bring prowess and innovation to address the UN SDGs. These companies operate at scale and in ways foundational to impact outcomes, yet are often underappreciated. We measure impact over time and actively engage to enhance that impact. We believe these companies have the potential to offer strong returns to investors in line with their business activities.”
