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Schroder ISF Global Sustainable Gro A Acc

Ranked 494 out of 3232 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Charles Somers

Charles Somers joined Schroders in 1998. Between 1998 and 2006 he was an analyst covering various sectors and spent time on a secondment in New York as a US equity analyst and fund manager. In 2006 he joined Intrinsic Value Investors before returning to Schroders in 2008 where he is now lead fund manager of the Schroder ISF Global Demographic Opportunities Fund and the global sector specialist for consumer sectors within the global and international equities team. Somers is a CFA charterholder and he enjoys music in his spare time.

Objective

To provide capital growth by investing in equity and equity related securities of companies worldwide which meet the managers sustainability criteria. The Fund invests at least two-thirds of its assets in equity and equity related securities in of companies worldwide. As the Fund is index-unconstrained it is managed without reference to an index.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 28.8% 9.7% 7.8% 5.2% 3.5%
2016 -0.7% -2.4% -1.1% 6.4% -3.3%
2015 1.5% 4.5% 0.6% -8.9% 6.0%
2014 -0.5% -2.4% 2.6% -1.8% 1.1%
2013 25.2% 8.3% 0.1% 6.1% 8.8%
2012 22.9% 14.6% -5.4% 9.6% 3.5%
2011 -10.7% 0.9% 2.5% -18.3% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Gibraltar
  9. Greece
  10. Hong Kong
  11. Iceland
  12. Italy
  13. Luxembourg
  14. Malta
  15. Netherlands
  16. Norway
  17. Poland
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

Fund Info

  • Launch date23/11/2010
  • Share Class size71Mn
  • Base currencyUSD
  • ISIN LU0557290698

Purchase Info

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

Charges

  • Initial investment5

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