Responding to increasing demand for public equity-focused impact strategies, asset management giant Schroders has launched a listed Article 9 global equity impact fund.
The new ETF is called Schroder International Selection Fund (Schroder ISF) Global Equity Impact.
In accordance with the UN Sustainable Development Goals (SDGs), this Article 9 fund under the EU’s Sustainable Finance Disclosure Regulation will invest in companies across all sectors, addressing a diverse range of investment themes ranging financial inclusion to sustainable infrastructure and responsible consumption and production.
The fund will place its focus on companies addressing societal and environmental challenges that the global community 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.
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.”