![]() ![]() ![]() We believe that stocks which deliver positive earnings surprises will produce strong and consistent outperformance over time. What is distinctive about our philosophy is our appreciation that climate change will have huge consequences for companies across a broad range of industries and affect a great many more companies than those purely involved in renewable energy, energy efficiency and environmental resources. The Global Climate Change strategy seeks to identify and hold these companies. We believe that companies that recognise the threats and embrace the challenges early, or that form part of the solution to the problems linked to climate change, will ultimately outperform the broader market. Because of the timescales over which these changes will become apparent and given the scale of the necessary shift away from carbon-based fuel dependence, we believe that ‘Climate Change’ will be one of the most significant investment themes over the next 20 years. Underpinning the Global Climate Change strategy is a belief that the impact of global warming on the global economy and on individual companies will be far reaching and profound. ![]() The strategy will typically invest in 40-70 stocks of companies exposed to five key sub-themes: Energy efficiency, sustainable transport, clean energy, environmental resources and low carbon leaders. We believe that companies that recognize the threats and embrace the challenges early, or that form part of the solution to the problems linked to climate change, will ultimately outperform the broader market. ![]() The impact of global warming on the economy and companies will be far reaching and profound. Schroders Global Climate Change Equity is an actively managed, thematic strategy capturing opportunities around the world by investing in companies we believe will be positively impacted by efforts to transition to a low carbon economy. We do not define a specific performance target but we believe that over time, companies well-positioned with regard to climate change will significantly outperform broad world indices. Schroders Global Climate Change seeks to provide capital growth primarily through investment in equities securities of worldwide issuers which will benefit from efforts to accommodate or limit the impact of global climate change. ![]()
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