OTC Markets OTCPK - Delayed Quote USD

Schroder ISF Glbl Sust Fd & Wtr A1AccUSD (0P0001N7UN)

94.97 -1.63 (-1.68%)
At close: August 2 at 4:00 PM EDT

Fund Summary

Schroder ISF Glbl Sust Fd & Wtr A1AccUSD

Sinyi Dist., Taipei City 110, Taiwan (R.O.C.)
02-2722-1868

Fund Overview

Category --
Fund Family Schroder Investment Management (Europe) S.A.
Net Assets --
YTD Return -5.42%
Yield 0.00%
Morningstar Rating --
Inception Date Jan 10, 2024

Fund Operations

Fees & Expenses

Expense 0P0001N7UN Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Alex Monk is a Portfolio Manager at Schroders working on the Global Resource Equities Team. Prior to this, he spent two years as a Global Renewables Analyst, accountable for analysing companies across the entire clean energy value chain, and two years as a Sustainable Investment Analyst covering utilities and telecommunications. His investment career commenced at Schroders in 2016. Alex has a BA (Hons) Degree in Geography from Oxford University, where he specifically focused on climate science. He also has an MSc Degree in Environmental Policy and Regulation from the London School of Economics and Political Science (LSE), where he focused on climate policy and environmental finance

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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