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LITAX

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Analysis and statistics

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About

LITAX.US represents the ticker symbol for the Schroder US Sustainable Equity Fund Institutional Class shares. This fund aims to achieve long-term capital appreciation by investing primarily in equity securities of U.S. companies that Schroder Investment Management North America Inc. believes exhibit sustainable business practices. The fund focuses on companies with strong environmental, social, and governance (ESG) characteristics, seeking to identify those that are well-positioned to generate attractive returns while contributing positively to society and the environment.
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Factors

Market Interest Rates: Rising interest rates generally decrease bond prices, as newly issued bonds offer higher yields, making existing bonds less attractive.

Credit Risk: Changes in the perceived creditworthiness of the bond issuers within the fund's portfolio can impact the fund's net asset value (NAV). Downgrades increase risk, lowering prices.

Inflation Expectations: Higher inflation erodes the real value of fixed income, pushing bond yields up and prices down as investors demand higher compensation.

Economic Growth: A strengthening economy can lead to higher interest rates, negatively impacting bond prices. Conversely, a slowing economy may push rates down.

Fund Management: Decisions regarding asset allocation and security selection can impact the fund's performance relative to its benchmark and peers, affecting investor demand and thus price.

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