Schroders Leads Sustainable Investing with Full Adoption of FCA’s Sustainability Labels Across 16 Funds

Schroders Leads Sustainable Investing with Full Adoption of FCA’s Sustainability Labels Across 16 Funds

(IN BRIEF) Schroders has confirmed its adoption of all four of the Financial Conduct Authority’s (FCA) Sustainability Disclosure Requirements (SDR) labels, bringing the total number of labels across its funds to 16. This includes labels for three additional funds, namely the Schroder Sustainable Future Multi-Asset Fund, the Schroder European Sustainable Equity Fund, and the Schroder Global Cities Real Estate Fund. With a focus on sustainability, Schroders is enhancing its offerings to support investors seeking sustainable outcomes while driving innovation in active investment management. These labels will help distinguish Schroders’ funds in the marketplace, further solidifying their commitment to sustainability. The company also announced that the Schroder European Sustainable Equity Fund will be rebranded as the “Schroder European Climate Transition Fund” in 2025.

(PRESS RELEASE) LONDON, 28-Jan-2025 — /EuropaWire/ — Schroders, a global leader in active investment management, has announced its commitment to adopting all four of the Financial Conduct Authority’s (FCA) Sustainability Disclosure Requirements (SDR) labels. This move includes the introduction of additional labels for three more funds, bringing the total number of labels across the Schroders Group to 16. These labels include ‘Sustainability Focus’, ‘Sustainability Impact’, ‘Sustainability Improvers’, and ‘Sustainability Mixed Goals.’

The decision follows Schroders’ earlier announcement in December, which confirmed labels for 10 funds, and the addition of three funds under Cazenove Capital, Schroders’ wealth management arm for high-net-worth individuals. The funds now set to adopt these labels include the Schroder Sustainable Future Multi-Asset Fund (Sustainability Mixed Goals), the Schroder European Sustainable Equity Fund (Sustainability Improvers), and the Schroder Global Cities Real Estate Fund (Sustainability Focus).

Anna O’Donoghue, Schroders’ Global Head of Product Development and Governance, expressed pride in the company’s leadership in the sustainable investing space, stating, “We believe we are the first firm to publicly confirm our intention to adopt all four SDR labels across the funds we have sought them for. Our ongoing collaboration with the FCA has been invaluable as we work to meet their rigorous standards. These labels will clearly distinguish our sustainable offerings and help clients identify opportunities for sustainable investments that also deliver active outperformance.”

Schroders’ commitment to sustainability is further reflected in the range of funds designated with the various SDR labels.

The full list includes:

• Sustainability Focus label for:
  • Schroder Global Sustainable Value Equity Fund
  • Schroder Global Sustainable Growth Fund
  • Schroder Global Energy Transition Fund
  • Schroder Sustainable UK Equity Fund
  • Schroder Global Sustainable Food and Water Fund
  • Schroder Sustainable Multi-Factor Equity Fund
  • Schroder Sustainable Bond Fund
  • Schroder Global Cities Real Estate
  • Greencoat UK Wind plc
  • SUTL Cazenove Charity Sustainable Multi-Asset Fund
  • SUTL Cazenove Sustainable Growth Fund
  • SUTL Cazenove Sustainable Balanced Fund
• Sustainability Impact label for:
  • Schroders Capital Real Estate Impact Fund (SCREIF)
  • Schroder BSC Social Impact Trust plc
• Sustainability Improvers label for:
  • Schroder European Sustainable Equity Fund
• Sustainability Mixed Goals label for:
  • Schroder Sustainable Future Multi-Asset Fund

As part of the announcement, Schroders also confirmed that the Schroder European Sustainable Equity Fund will be renamed the “Schroder European Climate Transition Fund” on February 24, 2025. Full details of these changes will be communicated to investors.

Note to Editors

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Schroders plc

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions, with £773.7 billion (€912.6 billion; $978.1 billion) of assets under management at 30 June 2024. As a UK listed FTSE100 company, Schroders has a market capitalisation of circa £6 billion and over 6,000 employees across 38 locations. Established in 1804, Schroders remains true to its roots as a family-founded business. The Schroder family continues to be a significant shareholder, holding approximately 44% of the issued share capital.

Schroders’ success can be attributed to its diversified business model, spanning different asset classes, client types and geographies. The company offers innovative products and solutions through four core business divisions: Public Markets, Solutions, Wealth Management, and Schroders Capital, which focuses on private markets, including private equity, renewable infrastructure investing, private debt & credit alternatives, and real estate.

Schroders aims to provide excellent investment performance to clients through active management. This means directing capital towards resilient businesses with sustainable business models, consistently with the investment goals of its clients. Schroders serves a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority.  For regular updates by e-mail please register online at www.schroders.com for our alerting service.

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SOURCE: Schroders