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Schroders | Schroder Global Climate Change Acc Z

The fund aims to provide capital growth by investing in equities of companies worldwide which the manager believes will benefit from efforts to accommodate or limit the impact of global climate change. The fund invests at least two-thirds of its assets in equities of companies worldwide.

Available documents (NL)

Quote
Quote
€38,69
Quote date
31-03-2026
Performance in EUR
Date
31-03-2026
This year
0,78%
1 week
0,42%
1 month
-4,80%
3 months
0,78%
6 months
5,25%
1 year
20,48%
3 years (annualised)
7,57%
5 years (annualised)
3,58%
Since start (annualised)
7,25%
Indicators
Standard deviation (3yr)
14,00%
Share ratio (3yr)
0,38
Beta (3yr)
1,15
Alpha (3yr)
-7,29
Tracking error (3yr)
6,86
Top 10 holdings (28-02-2026)
Alphabet Inc Class A
6,14 %
Microsoft Corp
4,58 %
Analog Devices Inc
3,79 %
Schneider Electric SE
3,19 %
Amazon.com Inc
2,78 %
NextEra Energy Inc
2,68 %
Vestas Wind Systems AS
2,57 %
Chroma Ate Inc
2,54 %
Iberdrola SA
2,47 %
Infineon Technologies AG
2,38 %
Fees
Entry fee
0,20%
Exit charges
0,20%
Estimated ongoing charges
1,03%
Dividend
Dividend paying
No
Characteristic
Asset Manager
Schroders
Asset class
Equities
Investment category
Equities - Global
Active/Passive
Active
Fund code
54835
Fund code fractional orders
54835
Fund manager name
Simon Webber|Isabella Hervey-Bathurst
ISIN
LU0966866682
Sustainable Classification
Art. 8, ESG integration
Sustainability Rating
Domicile
Luxembourg
Currency
EUR
Fund size (mio)
€1.871,78 (31-03-2026)
Cut-off time
12:00:00
Execution date
Yes
Inception date
16-10-2013
Benchmark
MSCI ACWI NR USD
Minimum investment amount
€20
Assortiment
Self Directed Investing Plus, Investment advice