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Exclusive: Schroders to overhaul demographics equity fund

Exclusive: Schroders to overhaul demographics equity fund

Schroders is reworking its demographics-focused global equity fund to place a better emphasise on SRI criteria, Citywire Selector can reveal.

The $57.1 million Schroder ISF Global Demographic Opps fund will be renamed the Schroder ISF Global Sustainable Growth fund on November 2.

The duo of Citywire + rated Charles Somers and Katherine Davidson will continue to manage the fund.

Schroders said the new approach will ensure investor interest will not be constrained by stocks benefitting from demographic trends alone and there will be a lower turnover of holdings in the fund.

All companies picked for the fund will be subject to a sustainability quotient assessment, which incorporates 20 elements of corporate performance across four categories.

These are respect for the environment, fair and equitable treatment of employees and customers, good corporate citizen and prudent allocation of capita.

The fund currently holds 57 companies and around a third of these will be changed depending on market conditions and where the managers believe buying opportunities are compelling.

Schroders said it has been adjusting the fund since 2010 and has considered broadening its guidelines for a while now.

It said incorporating an explicit assessment of sustainability investors in the fund will both increase the investment opportunity set and improve the potential for attractive risk-adjusted returns.

The Schroder ISF Global Demographics Opps fund returned 30.1% in US dollar terms over the three years to the end of September 2017. This compares to a 29.3% rise by its Citywire-assigned benchmark, the MSCI AC World TR USD, over the same timeframe.

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