Schroder ISF Carbon Neutral Credit
LU2343327081, LU2343327164, LU2343327248, LU2343327321, LU2343327594, LU2343327677, LU2343327750, LU2399671598
| Issuer | Schroders |
|---|---|
| Fund provider | Schroder Investment Management (Europe) S.A |
| Fund type/Asset class | Bond fund |
| Legal form | SICAV |
| Fund issue date | 23/06/2021 |
| Last Update | 02.09.2026 |
| Benchmark | The Bloomberg Multiverse ex Treasury A+ to B- EUR hedged is used as a reference comparator |
| Tranche | Private Investors Institutional Investors |
Risk Indicator (PRIIP)
-
Licensed in
D,
A,
CH,
LU
Classification by SFDR
Article 9
EU Taxonomy
5.0% aligned
% of Sustainable Investments according to SFDR
80%
Principal Adverse Impacts
Greenhouse Gas Emissions
Water
Waste
Biodiversity
Energy Efficiency and Fossil Fuels
Social and Employee Matters
Sustainable Development Goals
No explicit details regarding the Sustainable Development Goals
Normal allocation
| Equities | Excluded |
|---|---|
| Bonds | 90 % to 100 % |
| Money market/Bank deposits | 0 % |
| Commodities | Excluded |
| Direct investments | Excluded |
| Derivatives | 0 % |
| Other | - |
Sustainability approach
| Principal Adverse Impacts |
Greenhouse Gas Emissions
Water
Waste
Biodiversity
Energy Efficiency and Fossil Fuels
Social and Employee Matters
PAI indicators are accounted for by both qualitative and quantitative approaches. Where it is not feasible to set quantitative thresholds, the Investment Manager engages. If a company fails to satisfy the quantitative thresholds, it would be excluded. We make a qualitative assessments if the data available does not enable us to make a quantitative determination regarding whether significant harm is done so as to warrant excluding an investment. In such cases, the Investment Manager engages wherever possible. |
|---|---|
| Further remarks on the consideration of SDGs | - |
| Rationale behind classification according to SFDR | Article 9 The Fund aims to achieve income and capital growth by investing in fixed and floating rate securities issued by companies, governments, government agencies and supra nationals worldwide that in the Investment Manager’s view contribute to global climate transition objectives, advance climate mitigation and adaptation efforts, or provide climate or nature solutions. |
| Engagement | Yes, organized internally Link to engagement policy |
| Voting | n/a Bond fund Link to voting policy |
| Best-in/of-Class | Best-In-Class The fund invests in companies that contribute towards the objective of carbon emission reduction by one or a combination of the following: (i) being carbon neutral; (ii) aiming for, and being on track to achieve, 80% emission reductions or equivalent by 2030; (iii) having Science Based Targets initiative (SBTi) decarbonisation targets; (iv) otherwise demonstrating a contribution to the reduction of carbon emissions (and companies within (iv) may include those that provide products or services which enable decarbonisation). |
| ESG-Integration | Yes We firmly believe that non-financial considerations including environmental, social and governance issues have a material influence on the sustainability of issuer cash-flows. ESG is fully integrated into our investment process. The strategy is powered by the following pillars: – Proprietary screening – Exclusions of controversial sectors and activities – Forward-looking fundamental credit assessment, ESG integration and engagement – Portfolio construction. |
| Norm-based screening |
UN Global Compact
ILO core labour standards
OECD Guidelines for Multinational Enterprises
|
| Themes |
Climate change
Agriculture and forestry
Renewable Energies
Biodiversity
Water
SDGs
|
| Impact Investing |
Environmental
The Fund’s objective includes a reduction in carbon emissions, which means that it aims for low carbon emissions, consistent with the long-term objectives of the Paris Agreement on limiting global warming.
|
| Further information on the sustainability approach | Link to sustainability approach |
Research and Transparency
| In-house sustainability analysis | Yes, 40+ global sustainability/credit analysts and 15+ firm-wide sustainability analysts |
|---|---|
| Research partners | Yes Schroders' subscribes to external ESG research providers including; MSCI ESG research, Bloomberg, Refinitiv, Sustainalytics and Morningstar |
| Percentage of portfolio with sustainability analysis | 100 % |
| Strategically important suppliers included | Yes |
| Sustainability advisory committee | Advisory |
| Analysis of portfolio CO2 | Yes, both forward and backword-looking indicator |
| Sustainability reporting | Yes https://www.schroders.com/de-de/de/institutionelle/fonds/#/fund/SCHDR_F000018992/schroder-international-selection-fund-carbon-neutral-credit-i-accumulation-eur/LU2343327677/profile |
| At least monthly portfolio publication | Yes Link to monthly portfolio publication |
| Certification/Label awarded by independent auditors |
FNG Transition Label ★★★
|
Environmental
Exclusion of sectors / areas of business – companies
| Fossil fuels (Coal, Oil and Gas) | Yes 5 % Turnover threshold |
|---|---|
| Nuclear power (operation and components) | Yes 5 % Turnover threshold |
| Green genetic engineering | No |
| Chlorine and agrochemicals (biocides) | No |
| Other | Issuer on Carbon Underground 200 list; Oil, gas and coal power generators (5%); Oils sands (5%) 5 % Turnover threshold |
Exclusion of business practices – companies
| Environmentally damaging behaviour | Yes |
|---|---|
| Damage to biodiversity | No |
| Other | UNGC violation, Energy generation from oil, gas, thermal coal and nuclear (5%), Carbon Underground 200 list |
Exclusion criteria – countries
| Non-ratification of the Paris Climate Agreement | Yes |
|---|---|
| Non-ratification of the Protocol on Biosafety | No |
| Non-ratification of the UN Biodiversity Convention | Yes |
| Nuclear power by proportion of gross energy production | No |
| Other | - |
Social
Exclusion of sectors / areas of business – companies
| Weapons/Armaments | Yes |
|---|---|
| Cluster bombs and anti-personnel mines | Yes |
| Weapons of mass destruction (ABC/CBRN) | Yes |
| Tobacco products | Yes 5 % Turnover threshold |
| Pornography | Yes 5 % Turnover threshold |
| Spirits/Alcohol | No |
| Gambling | Yes 5 % Turnover threshold |
| Other | Civilian Firearms/Conventional Weapons 5 % Turnover threshold |
Exclusion of business practices – companies
| Labour rights (ILO core labour standards) | Yes |
|---|---|
| Exploitative child labour | No |
| Violation of human rights | Yes |
| Animal testing | No |
| Other | - |
Exclusion criteria – countries
| Labour rights | No |
|---|---|
| Violation of human rights | No |
| Military spending as a percentage of GDP | No |
| Death penalty, torture | No |
| Countries classified by Freedom House as not free | Yes |
| Violations of the Nuclear Non-Proliferation Treaty | Yes |
| Violations of other non-proliferation treaties | No |
| Other | - |
Governance
Exclusion of business practices – companies
| Corruption and bribery | Yes |
|---|---|
| Tax: planned avoidance & detected violations | No |
| Other | - |
Exclusion criteria – countries
| Corruption | Yes |
|---|---|
| Other | - |
More on data availability
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EU Taxonomy
It is possible that reported KPIs for taxonomy eligibility and alignment (being limited to corporate issuers / including only selected economic activities) are low or that KPIs cannot be reported due to limited data availability. Data may be available with a time lag. Data comparability may be limited due to differences in the scope of the economic activities considered. As soon as data is available in sufficient quantity and quality, it will be published in accordance with regulatory requirements.
Quelle: Unternehmensangaben. | Für die Angaben der Unternehmen kann keine Haftung übernommen werden. Die Angaben dienen nur zur Information und stellen keine Beratung oder Empfehlung dar. Bitte beachten Sie den Haftungsausschluss unter www.forum-ng.org/disclaimer. Das FNG-Nachhaltigkeitsprofil bietet nur einen ersten Überblick und ist kein Ersatz für eine eigenständige Analyse. Weiterführende Erläuterungen finden Sie unter www.forum-ng.org
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