The Schroder ISF Global Climate Change Fund is a thematic equity fund that invests in companies benefiting from the shift to a lower-carbon economy. Managed by Schroders plc, the fund holds 40 to 70 stocks across regions, focusing on tangible climate solutions like renewable equipment, insulation, grid infrastructure, and industrial software. It targets long-term investors seeking exposure to decarbonisation and adaptation trends. Unlike broad market funds, this portfolio concentrates on firms where climate-related demand is a core business driver. Sector weights tilt toward industrials, utilities, and technology, with regional exposure in Europe, North America, and Asia-Pacific. The fund has weathered multiple market cycles, offering a track record for assessing how the team handles volatility and policy shifts. Investors should note the fund carries equity risks, including policy and regulatory changes that can affect holdings. It is best used as a satellite allocation alongside a core global equity position. Schroders shares (ISIN GB0007958233) are listed on the London Stock Exchange, and fund flows provide insight into the firm's sustainable strategy performance.
