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A high-conviction, sustainability-oriented global equity fund focused on long-term capital growth.
The Schroder ISF Global Sustainable Growth A Acc is an actively managed equity fund that seeks capital appreciation over the long term by investing in global companies that demonstrate robust business models and strong sustainability characteristics.
By focusing on world-leading firms with sustainable competitive advantages, the fund aims to deliver performance that outpaces broad equity market benchmarks while integrating modern environmental and social considerations into everyday portfolio construction. finanzen.net+1
https://www.fondsweb.com/de/LU0557290698
Fund at a Glance
| Attribute | Details |
|---|---|
| Fund name | Schroder ISF Global Sustainable Growth A Acc |
| ISIN / WKN | LU0557290698 / A1C8YU |
| Fund domicile | Luxembourg |
| Fund category | Global equity fund |
| Manager | Schroder Investment Management (Europe) S.A. |
| Benchmark | MSCI ACWI (All Country World Index) |
| Investment objective | Long-term capital growth |
| Dividend policy | Accumulating (thesaurierend) |
| Inception date | 23.11.2010 |
| Region | Global |
| Number of holdings | Typically < 50 high-conviction stocks |
| Minimum investment | ~ €1,000 (varies by platform) |
| SFDR classification | Article 8 (sustainability-promoting) |
| Typical focus | Large and mid-cap companies with sustainable growth profiles |
The Schroder ISF Global Sustainable Growth A Acc fund is designed for investors seeking global equity exposure with sustainability features and a long-term growth mandate. finanzen.net
Investment Philosophy and Strategy
At its core, the Schroder ISF Global Sustainable Growth strategy focuses on high-quality businesses that grow sustainably over the long term. The fund invests predominantly in equities of globally operating companies that demonstrate:
- Strong long-term fundamentals (durable earnings, strong cash flows)
- Sustainable business models that can withstand structural changes in markets
- Positive environmental and social contribution
- Management engagement and good governance practices
More than two-thirds of the fund’s assets are invested in equities worldwide, with a relatively concentrated set of around 40–50 high-conviction positions. The emphasis on sustainability is not a peripheral screen: it is embedded deeply within the investment process using both proprietary frameworks and Schroders’ global research platform. api.schroders.com
A unique feature of this strategy is Schroders’ Sustainability Quotient (SQ) framework – a qualitative and forward-looking sustainability analysis tool designed to identify companies with credible long-term business models that account for their environmental and societal impact. schroders.com
Performance Overview
(Past performance is not a reliable indicator of future results.)
Historical performance is often a key indicator of how a fund navigates different market cycles. According to recent available data:
| Timeframe | Approx. Performance |
|---|---|
| 6 months | +8.68 % |
| 1 year | +7.79 % |
| 3 years | ~+49.02 % |
| 5 years | ~+52.83 % |
| 10 years | ~+202.96 % |
These results reflect the fund’s ability to capture broad equity market growth while delivering returns aligned with high-quality, sustainability-oriented stock selection. The fund aims to navigate global macro trends by investing in companies with durable earnings power and long-term value creation potential. finanzen.net
Risk and Volatility Profile
Equity investing inherently carries risk, including price volatility and the potential loss of capital, but the Schroder ISF Global Sustainable Growth A Acc fund’s strategy helps manage some of that risk through:
- A focus on financially resilient companies, often with strong balance sheets
- Strategic diversification across regions and sectors
- Emphasis on sustainability as a risk filter, potentially reducing exposure to regulatory, reputational, or environmental shocks
Recent data shows volatility in line with broad equity market expectations:
| Timeframe | Approx. Volatility |
|---|---|
| 1 year | ~12.49 % |
| 3 years | ~12.44 % |
| 5 years | ~14.53 % |
This moderate volatility reflects its global equity orientation while highlighting that the fund can participate in market upswings and downturns. Investors should be prepared to hold this fund with a long-term horizon of at least 5 years. finanzen.net
Portfolio Characteristics
The Schroder ISF Global Sustainable Growth portfolio is typically constructed with around 40–50 holdings, concentrated in companies that:
- Operate in developed and selected emerging markets
- Exhibit sustained competitive advantages
- Demonstrate strong sustainability credentials
- Are positioned to benefit from megatrends such as demographic change, technological advancement, and environmental transition
Regional exposure is truly global:
- United States often represents the largest geographic share
- Other developed markets feature meaningfully
- Select emerging exposures round out global diversification
Sector allocations vary over time but often include:
- Information Technology
- Healthcare & Life Sciences
- Consumer Discretionary / Essentials
- Financials
- Industrial & Services DivvyDiary
This broad geographic and sector diversification helps reduce concentration risk while capturing long-term global growth drivers.
Sustainability Integration and ESG Approach
The Schroder ISF Global Sustainable Growth A Acc fund incorporates sustainability throughout its investment process:
- ESG integration beyond negative screening
The fund avoids companies with poor sustainability metrics and seeks those with forward-looking sustainable business models. schroders.com - Proprietary Sustainability Quotient (SQ)
This unique framework goes deeper than simple ESG scores, combining qualitative and fundamental analysis to assess long-term sustainability drivers. schroders.com - Engagement and stewardship
Schroders actively engages with portfolio companies to encourage better sustainability practices, believing this enhances long-term shareholder value. schroders.com
This holistic approach to sustainability differentiates the fund from peers that rely only on exclusion lists or simplistic screening tools.
Why Expats in Germany Might Choose This Fund
For expatriates in Germany — often managing cross-border financial goals, long-term savings plans and retirement strategies — the Schroder ISF Global Sustainable Growth A Acc fund offers several compelling features:
1. True Global Equity Diversification
By investing worldwide, the fund reduces regional over-dependence and captures growth from multiple economies and sectors.
2. Sustainability as a Performance Filter
Robust ESG integration helps identify companies that may outperform peers over long horizons due to better governance, environmental management, and social practices — valuable for globally mobile investors.
3. Long-Term Capital Growth Focus
With a clear capital growth objective, this fund suits investors aiming for retirement funding or multi-decade wealth accumulation.
4. Concentrated, High-Conviction Portfolio
A focus on fewer, high-quality holdings helps deliver better focus on sustainable growth themes rather than broad index replication.
5. Accessibility for German Platforms
The fund is available in EUR and USD share classes and can usually be accessed via major German investment brokers, making implementation straightforward for expats.
6. Alignment with Modern Investment Goals
Expats increasingly seek responsible investing — and this fund meets that preference without sacrificing broad global equity exposure. finanzen.net
Risk Considerations
Investing in the Schroder ISF Global Sustainable Growth A Acc fund involves the risks inherent to equity markets, including price volatility and the possibility of capital loss. Past returns do not guarantee future performance. Long-term horizons (typically 5+ years) are recommended to align with the fund’s growth objectives.
Conclusion
The Schroder ISF Global Sustainable Growth A Acc fund represents a strong candidate for investors seeking sustainable, active global equity exposure with a long-term capital growth focus. Its combination of deep fundamental research, ESG integration and global diversification aligns well with diversified portfolios — especially for expats in Germany planning for retirement or wealth accumulation.
Why Finanz2Go Recommends the Schroder ISF Global Sustainable Growth A Acc Fund for Expat Clients in Germany
At Finanz2Go, we evaluate every investment fund through a rigorous multi-criteria framework designed to ensure suitability for expatriates living and investing in Germany. Expat investors face unique financial challenges involving retirement planning, tax considerations, long-term wealth building, and portfolio diversification.
The Schroder ISF Global Sustainable Growth A Acc fund meets or exceeds our standards across several key metrics supported by data and analysis.
Below is a detailed, data-backed explanation of why this fund is frequently considered a strong candidate in our global equity strategies for expats.
1. Strong Multi-Year Performance Compared to Global Indices
Historical performance plays an important role in assessing whether a fund’s strategy is effective and repeatable. The Schroder ISF Global Sustainable Growth A Acc fund has exhibited competitive multi-year returns, outperforming many global peers and aligning closely with the MSCI AC World Index.
Data-backed performance figures:
- 1-year return: ~+7.79 %
- 3-year return: ~+49.02 %
- 5-year return: ~+52.83 %
- 10-year return: ~+202.96 %
These long-term results—especially the near-tripling of capital over 10 years—demonstrate a proven capability to generate sustainable long-term alpha through fundamental stock selection and sustainable growth criteria.
For expats planning for retirement or wealth accumulation in Germany, this level of compounding can be crucial.
2. Moderate, Well-Controlled Volatility for Global Equities
Managing volatility is essential for expatriates who typically need stable, reliable long-term portfolio growth. The Schroder ISF Global Sustainable Growth fund shows volatility metrics comparable to or better than broad global equity benchmarks.
Volatility data:
- 1-year: ~12.49 %
- 3-year: ~12.44 %
- 5-year: ~14.53 %
This volatility profile aligns with high-quality equity investing and illustrates that the fund avoids excessive risk while still participating in global equity returns.
For expats who may relocate or face unpredictable financial needs, such risk characteristics are a major advantage.
3. High-Conviction Portfolio of 40–50 Sustainable Growth Leaders
While many global funds hold 200–1,600 stocks, the Schroder ISF Global Sustainable Growth A Acc fund typically holds only 40–50 carefully selected global companies.
This high-conviction approach is beneficial for expats because:
- It increases exposure to companies with strong fundamentals and superior sustainability characteristics
- It avoids over-diversification diluting portfolio quality
- It offers focused exposure to structural global growth trends such as digitalisation, healthcare innovation, and sustainability transitions
This strategy creates a more targeted, efficient investment compared to traditional broad market funds.
4. Sustainability Integration That Supports Long-Term Performance
Expats increasingly look for investments that support both financial returns and ethical considerations. The Schroder ISF Global Sustainable Growth A Acc fund’s sustainability framework provides both:
Key sustainability features:
- Uses Schroders’ proprietary Sustainability Quotient (SQ) to evaluate companies
- Integrates ESG analysis into every investment decision
- Screens for environmental, social, and governance risks
- Engages actively with company management teams
- Seeks companies benefiting from sustainability mega-trends (e.g., energy transition, healthcare efficiency, circular economy)
This reduces exposure to companies with high regulatory or reputational risk, supporting long-term performance stability—something expat clients prioritize in long-lasting investment arrangements.
5. Alignment with Long-Term Wealth Building and Retirement Planning for Expats
Most expat clients at Finanz2Go have investment horizons of 10 years or longer, often tied to:
- Future retirement income
- Wealth independence
- Cross-border planning
- Funding children’s education
- Long-term international mobility
The Schroder ISF Global Sustainable Growth A Acc fund’s 10-year performance of over +200 % makes it a strong candidate for long-term compounding.
Its accumulating share class (A Acc) reinvests dividends automatically, boosting the compound effect, which is ideal for expats building wealth steadily over time.
6. EUR-Denominated and Accessible to Investors in Germany
A common challenge for expats is finding high-quality global funds that are easily accessible through German platforms without foreign currency exposure.
The Schroder ISF Global Sustainable Growth A Acc fund meets these criteria:
- EUR-denominated, reducing USD currency exposure
- Widely available on German brokerages and banks
- Tax-transparent for German residents
- Compatible with standard investment accounts and savings plans
This ease of access makes the fund practical, compliant, and efficient for expats investing from Germany.
7. Balanced Risk–Return Characteristics Ideal for Diversified Portfolios
Expats often require portfolios that combine:
- Strong long-term growth
- Measured volatility
- Ethical sustainability
- Global diversification
- Professional management
The Schroder ISF Global Sustainable Growth A Acc fund offers an ideal blend of these factors.
Summary of risk–return advantages:
| Criterion | Fund Strength |
|---|---|
| Long-term return | +202% over 10 years |
| Volatility | Moderate for global equities |
| Portfolio focus | 40–50 high-quality stocks |
| Sustainability integration | Deep, proprietary framework |
| Global diversification | Broad developed & select emerging markets |
| Accessibility | Common in German platforms |
Such attributes make the fund suitable as a core global sustainability allocation for many Finanz2Go clients.
8. Strong Institutional Backing: Schroders as a Premium Global Asset Manager
Schroders is a global investment house with over 200 years of history, known for:
- Research-driven investment processes
- Multi-billion euro ESG platform
- Global risk management infrastructure
- Consistent stewardship and company engagement
Expats benefit from Schroders’ global expertise and stability, ensuring long-term reliability of the investment process behind the Schroder ISF Global Sustainable Growth A Acc fund.
Conclusion: Why Finanz2Go Considers This Fund for Expats in Germany
The Schroder ISF Global Sustainable Growth A Acc fund stands out due to:
✔ Strong multi-year performance and long-term compounding
✔ A concentrated, high-conviction approach
✔ Robust sustainability integration
✔ Solid volatility management
✔ Global diversification for expat needs
✔ EUR-denominated accessibility in Germany
✔ Alignment with long-term financial goals such as retirement planning
These characteristics make it a strategic addition to globally diversified portfolios for expat investors seeking sustainable long-term equity exposure.