Schroder International Selection Fund Global Alternative Energy A Accumulation USD
LU1983299162UCITS FundUSDAccumulatingFigures as of 2026-09-17 · update requestedGrowth Equity
RiskHighValuationGrowthSectorIndustrials
Schroder International Selection Fund Global Alternative Energy A Accumulation USD is a growth equity ucits fund from Schroders with a total expense ratio of 1.84% and a risk indicator of 5 on the 1–7 scale. Sector tilt: Industrials.
Key facts
TER
Fund size
Inception
Holdings
Asset class
Benchmark
Risk indicator (SRRI)
1
2
3
4
5
6
7
Lower risk · lower rewardHigher risk · higher reward
Volatility 3y
Sharpe 3y
Investment objective
The fund aims to provide capital growth by investing in equities of companies worldwide that the investment manager believes are associated with the global transition towards lower-carbon sources of energy and which the investment manager deems to be sustainable investments.
Fund details
| ISIN | LU1983299162 |
| Fund house | Schroders |
| Structure | UCITS Fund |
| Share class | A Accumulation USD |
| Share class currency | USD |
| Distribution policy | Accumulating |
| Domicile | Luxembourg |
| Launch date | 2019-07-10 |
| Benchmark | MSCI Global Alternative Energy NR; MSCI ACWI NR |
| SFDR classification | Article 9 |
| Asset class | Equities |
| Fund size | USD 868.73m |
| Number of holdings | 54 |
| Price / earnings | 22.3x |
Fees and costs
| Total expense ratio (TER) | 1.84% |
| Ongoing charges | 1.84% |
| Transaction costs | 0.44% |
| Entry charge | 5.00% |
| Exit charge | 0.00% |
| Performance fee | 0.00% |
| Reduction in yield, 1 year | 7.30% |
| Reduction in yield, holding period | 4.10% |
| Recommended holding period | 3 years |
Growth of 100 since inception
Fund80MSCI Global Alternative Energy NR; MSCI ACWI NR55
2020-12 → 2025-12 · rebased to 100Calendar-year returns
Fund MSCI Global Alternative Energy NR; MSCI ACWI NR
Annualised returns
| Period | Fund | Index | Diff |
|---|---|---|---|
| 1 Year | +16.60% | +17.60% | −1.00% |
| 3 Years p.a. | +2.70% | −3.60% | +6.30% |
| 5 Years p.a. | −18.70% | −38.70% | +20.00% |
Largest sectors
- 42.9%
- 20.9%
- 16.5%
- 9.2%
- 7.2%
- 1.8%
- 1.6%
Frequently asked questions
What is the TER of Schroder International Selection Fund Global Alternative Energy A Accumulation USD?
The total expense ratio (TER) of Schroder International Selection Fund Global Alternative Energy A Accumulation USD (LU1983299162) is 1.84% per year.How risky is Schroder International Selection Fund Global Alternative Energy A Accumulation USD?
Schroder International Selection Fund Global Alternative Energy A Accumulation USD has a risk indicator (SRRI) of 5 on a scale from 1 (lower risk) to 7 (higher risk), which FundFacts places in the high risk band. Its 3-year volatility is 25.6%.What does Schroder International Selection Fund Global Alternative Energy A Accumulation USD invest in?
Schroder International Selection Fund Global Alternative Energy A Accumulation USD is a growth equity ucits fund. Its largest exposures as of 2026-09-17 are by sector, Industrials 42.9%, Utilities 20.9% and Information Technology 16.5%.How has Schroder International Selection Fund Global Alternative Energy A Accumulation USD performed?
Schroder International Selection Fund Global Alternative Energy A Accumulation USD returned +16.60% over one year, -18.70% a year over five years and +37.6% in calendar year 2025 as of 2026-09-17, according to the NAV history Schroders publishes. Past performance does not predict future returns.Is Schroder International Selection Fund Global Alternative Energy A Accumulation USD accumulating or distributing?
Schroder International Selection Fund Global Alternative Energy A Accumulation USD is an accumulating share class: income from its holdings is reinvested in the fund rather than paid out.Which index does Schroder International Selection Fund Global Alternative Energy A Accumulation USD track?
Schroder International Selection Fund Global Alternative Energy A Accumulation USD's benchmark is the MSCI Global Alternative Energy NR; MSCI ACWI NR.Where is Schroder International Selection Fund Global Alternative Energy A Accumulation USD domiciled and what is its SFDR classification?
Schroder International Selection Fund Global Alternative Energy A Accumulation USD is domiciled in Luxembourg (ISIN LU1983299162). It is classified under Article 9 of the EU Sustainable Finance Disclosure Regulation (SFDR).Where does this data about Schroder International Selection Fund Global Alternative Energy A Accumulation USD come from?
FundFacts reads it from the documents Schroders publishes for this share class — product page, factsheet, key information document and, where available, holdings and NAV files — and refreshes it every 24 hours. The same factsheet is available as JSON from the FundFacts API.Get this factsheet as JSON
Everything on this page, plus the full holdings, every breakdown, the monthly series and the risk statistics, is one REST call. Any fund or ETF by ISIN, refreshed every 24 hours from the issuer's own documents.
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Figures are read from the documents Schroders publishes for this share class (product page, factsheet, key information document and, where available, holdings and NAV files), as of 2026-09-17. The category, risk band, concentration and tilt labels are the FundFacts profile (fundfacts-profile/3), derived from those figures with fixed, published rules. FundFacts API is independent and not affiliated with, sponsored or endorsed by Schroders; fund names are used to identify the product only. Nothing on this page is investment advice.