基本資料

投資策略

本基金旨在通過投資於有助推進UN SDGs且被投資經理視為 可持續投資項目的美國小型公司的股本和股本相關證券，在 三年至五年期內扣除費用後提供超過Russell 2000 Lagged (Net TR) index的資本增值。本基金被積極管理及將其最少75%的資產投資於可持續投 資，即投資經理預期對推進與一個或多個與UN SDGs有聯繫 的環境或社會目標有貢獻，且於長遠期間為股東帶來回報的 投資。投資經理將從合資格公司領域中選擇被認為符合投資 經理影響標準的公司。影響標準包括評估公司對UN SDGs的 貢獻，意味著在對公司進行評估時，將考慮公司為推進UN SDGs而對社會所產生的直接或間接正面影響之程度，以及有 關行動可能對公司價值所造成的影響。

基金經理人

• Wald Joanna
• 資歷 1年(2022-11-01 至今)

• Joanna Wald – Fund Manager, Head of Research, US Small and Mid Cap Equities
  –In August 2022 Joanna became Fund Manager for the Schroder ISF US Smaller Companies Impact Fund
  –On 6 May 2019 Joanna was appointed Head of Research for US Small and Mid Cap Team
  –Prior to her appointment of Head of Research in May 2019, Joanna was a senior analyst on the team covering consumer stocks
  –Joanna has also held positions with Liberty Mutual Insurance (1999-2000) as a financial analyst and Ernst & Young (1998-1999) as an actuarial analyst
  –MBA The Wharton School University of Pennsylvania. BA Boston Univers

• Kaynor Robert
• 資歷 6年(2018-01-08 至今)

• Rob Kaynor is Head of US Small and Mid Cap Equities and Portfolio Manager at Schroders, which involves being an important part of the investment decision making process and the co-ordination of the analyst team. Robert joined Schroders as a senior equity analyst in 2013, became Research Director in 2014 and Co-Portfolio Manager in 2018 alongside Jenny Jones. He joined Schroders in 2013 and is based in New York. Bob was the Chief Investment Officer and Managing Member at Ballast Capital Group from 2010 to 2013, which involved managing a fundamental long/short portfolio. He was a Managing Direct

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