This month’s fund in focus is the Schroder International Selection Fund Global Sustainable Growth. The funds main objective is to provide capital growth by investing in equities of companies worldwide which meet the investment manager’s sustainability criteria. They do this through investing in truly responsible companies, that are managed for the long term and who recognise their responsibilities to customers, employees and suppliers, all while respecting the environment. Schroders believe that companies with these qualities have the ability to consistently deliver outsized growth over time. The track record of this fund has been exceptionally consistent and strong and in a recent analysis of funds in this sector over a five year period, it clearly stood out from its peer group.
A few points to note:
- Sustainable equity funds have fallen by more than the average during the recent market setbacks
- These funds now offering a good value entry point
- Schroders have a long track record in this area and this fund has consistently been in the top quartile of its peer group while also delivering a level of volatility considerably below the average.
As always, you should only consider the investment views contained in this Market Insights update in the context of your own attitude to risk and how such choices might impact your Asset Allocation model. Should you wish to discuss your investment portfolio, please contact Harvest Financial Services on 01 2375500 or email email@example.com.
This marketing information has been provided for discussion purposes only. It is not advice and does not take into account the investment needs and objectives, financial position, risk attitude, liquidity needs, capital security needs and/or capacity for loss of any particular person. It should not be relied upon to make investment decisions.
Warning: The return may increase or decrease as a result of currency fluctuations.
Warning: The figures refer to the past. Past performance is not a reliable indicator of future results.
Warning: The value of your investment may go down as well as up. You may get back less than
Warning: The income you get from this investment may go down as well as up.