Schroder Global Sustainable Equity Wholesale

Investment Objective

The Fund is an index unconstrained, highly active strategy that aims to generate long-term returns in excess of traditional capitalisation weighted global equity indices by investing in equity and equity related securities of companies worldwide (excluding Australia). Stock selection is focused on two key fundamental drivers of long-run equity returns, attractive valuations and business quality, as well as ESG considerations. The Fund provides return diversification benefits to typical global equity benchmarks and other global equity managers. The Fund also targets a weighted average carbon intensity lower than the benchmark index as set out by its Carbon Intensity Goal Objective*.

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*All returns are per annum, after fees and before taxes. Data updated at 1:05pm 22 December 2024 (NZT)

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