Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Schroder ISF Glo Climate Change Equity A Acc

Ranked 7 out of 20 in - Global Themes over 12 months
All calculations are in EUR unless stated

Managed by

Simon Webber

Simon Webber joined Schroders in 1999 as a research analyst on the global technology team. In 2001 he became a US equity fund manager, specialising in technology and industrials. In 2002 he assumed analytical responsibilities for US telecoms, media & software sectors. Simon joined Schroders' gobal and international equities team in 2004, specialising in the consumer discretionary and telecom services sectors. In 2006, along with Matthew Franklin, he developed the Schroder Global Climate Change Equity Strategy, putting together a team and process to analyse global equity opportunities in the area. Prior to working at schroders Simon studied physics at Manchester University, and is also a CFA Charterholder. In his spare time Simon likes to unwind by playing a few rounds of golf.

Ben Wicks

Objective

The Fund aims to provide capital growth by investing in equity and equity related securities of companies worldwide which the manager believes will benefit from efforts to accommodate or limit the impact of global climate change.

Showing fund performance in Portugal View performance globally

Performance

Global Themes over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.4% 4.4% 3.3%
2017 14.0% 5.1% 0.2% 2.9% 5.1%
2016 5.2% -5.4% 0.1% 6.5% 4.4%
2015 12.9% 18.0% -3.2% -12.0% 12.4%
2014 9.1% 1.6% 0.1% 1.4% 5.8%
2013 25.3% 10.2% 1.0% 5.2% 6.9%
2012 10.1% 9.1% -3.3% 3.4% 0.9%
2011 -9.6% 0.4% -5.1% -13.4% 9.6%
2010 11.3% 3.0% -3.6% 1.1% 10.9%
2009 38.3% -1.9% 18.2% 10.3% 8.1%
2008 -41.6% -16.5% 5.1% -15.8% -21.0%
2007 -0.7% 1.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2018

Top 10 Holdings

Stock Size
Alphabet Inc ORD 4.38%
Amazon.com Inc ORD 4.27%
Union Pacific Corp ORD 2.35%
Siemens Gamesa Renewable Energy SA ORD 2.34%
Schneider Electric SE ORD 2.28%
Vestas Wind Systems A/S ORD 2.22%
Spirax-Sarco Engineering PLC ORD 2.14%
Nextera Energy Inc ORD 2.08%
Ecolab Inc ORD 2.04%
Brambles Ltd ORD 1.99%
31/08/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hong Kong
  12. Hungary
  13. Iceland
  14. Italy
  15. Korea
  16. Luxembourg
  17. Macau
  18. Netherlands
  19. Norway
  20. Poland
  21. Portugal
  22. Singapore
  23. Spain
  24. Sweden
  25. Switzerland
  26. United Kingdom

Fund Info

  • Launch date29/06/2007
  • Share Class size448Mn
  • Base currencyUSD
  • ISIN LU0302445910

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment5.00%

Related News

Schroders reshuffles global equities team as manager exits

Asset management firm announces three investment analyst promotions while equity specialist opts to depart.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).