SJP gives £5.2bn fund mandate to Schroders

SRE fund to get sustainability focus label

Jen Frost
clock • 2 min read

St James’s Place has appointed Schroders as the sole fund manager of its Sustainability & Responsible Equity (SRE) fund replacing Impax, effective from 24 February 2025.

fAs part of the upcoming changes, the fund will adopt a sustainability focus label under the Financial Conduct Authority's SDR regime. Ongoing charges will fall by 0.01% as a result of the changes, SJP set out in a press release shared this morning (13 January). The updates are expected to "improve diversification, introduce a more balanced blend of investment styles, while maintaining the focus on sustainability," it was stated in the SJP press release. The fund will follow Schroders global sustainable growth and global value equity investment strategies, SJP and Schroders both st...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

NextWealth MD Hopkins on staying ahead of advice sector changes, data challenges and flattening MPS fees

NextWealth MD Hopkins on staying ahead of advice sector changes, data challenges and flattening MPS fees

Making technology work better

Katrina Lloyd
clock 03 July 2025 • 9 min read
IFAs look to boost clients' private markets exposure

IFAs look to boost clients' private markets exposure

Expect increase in stock market volatility

Jen Frost
clock 02 July 2025 • 2 min read
Winds of change: Private markets access for retail investors

Winds of change: Private markets access for retail investors

Investing in LTAFs, accessibility aside, needs careful consideration

Dorian Hughes
clock 02 July 2025 • 5 min read