Investment Trusts

close
close
close
close
close
close

Investment trusts

Navigating attractive opportunities in some of the world's most dynamic markets through Investment Trusts requires in-depth local knowledge, strong global experience and an unwavering approach.

Here you can discover the features of Investment Trusts and learn about the team’s expertise across the range and its territories, so you can start plotting your own investment journey.

Meet the team

Previous
Andy Brough

Andy Brough

Fund Manager

Schroder UK Mid Cap Fund plc
1/10

Overview

Andy is Head of our Pan European Small and Mid Cap Team. His investment career commenced in 1987 when he joined Schroders.

Qualifications

Degree in Economics.

Matthew Dobbs

Matthew Dobbs

Fund Manager

Schroder AsiaPacific Fund plc and Schroder Oriental Income Fund plc
2/10

Overview

Matthew is Head of Global and International Small Cap Equities  and manages Paciic Equity Portfolios and is also responsible for Global and International Small Cap Portfolios.  His has over 33 years of investment experience at Schroders.

Qualifications

BA in History and Economics, Oxford University.

King Feui Lee

Lee King Feui

Co-Fund Manager

Asian Total Return Investment Company
3/10

Overview

Lee is Head of Asian Equities  is responsible for managing Asia Pacific ex Japan mandates.  He is based in our Singapore office and his investment career started in 1999 when he joined Schroders.

Qualifications

M.Phil in Economics, Cambridge University. BSc in Economics (First Class Honours), London School of Economics, CFA Charterholder.

Philip Matthews

Philip Matthews

Fund Manager

Schroder UK Growth Fund plc
4/10

Overview

Philip is a UK Equity Fund Manager who joined Schroder in 2013 to manage UK equity portfolios.

Qualifications

Degree in Modern and Medieval Languages from Cambridge University and a CFA Charterholder.

Nick Montgomery

Nick Montgomery

Fund Manager

Schroder Real Estate Investment Trust
5/10

Overview

Nick joined Schroder Real Estate Investment Management in January 2012, having started his property investment career in 1999.

Qualifications

BSc (Hons) in Estate Surveying from Nottingham Trent University and is a member of the Royal Institution of Chartered Surveyors.

Sue Noffke

Sue Noffke

Fund Manager

Schroder Income Growth Fund plc
6/10

Overview

Sue is a UK Equity Fund manager and has over 25 years of investment experience at Schroders.  She is also an Associate Member of the Institute of Investment Management Research.

Qualifications

Degree in Business Administration and Biochemistry, Aston University.

Duncan Owen

Duncan Owen

Fund Manager

Schroder Real Estate Investment Trust
7/10

Overview

Duncan joined Schroders in 2012 and is Head of Real Estate.

Qualifications

Degree from Sheffield City University, qualified chartered surveyor, and a member of the British Property Federation’s Policy Committee.

Robin Parbrook

Robin Parbrook

Co-Fund Manager

Asian Total Return Investment Company
8/10

Overview

Robin is Head of Asia ex Japan Equities and also a Regional and Alternatives Fund Manager.  He is based in our Hong Kong office and has over 24 years of investment experience.

Qualifications

MA in Economics, Edinburgh University.

Andrew Rose

Andrew Rose

Fund Manager

Schroder Japan Growth Fund Limited
9/10

Overview

Andrew is a Japanese Equity Fund Manager based in London and has also spent time in our Tokyo office.  His investment career started when he joined Schroders in 1981.

Qualifications

Degree in Japanese & Politics, University of Sheffield.  Postgraduate degree in International Economics, Kobe University, Japan.

Tom Walker

Tom Walker

Co-Fund Manager

Schroder Real Estate Securities Limited
10/10

Overview

Tom joined Schroders in 2014 as Co-Head of Global Real Estate Securities. He has over 15 years of real estate experience.

Qualifications

BA in Politics from University of Newcastle Upon Tyne and a Graduate Diploma in Real Estate from London South Bank University, MRICS.

Next

Investment trusts vs Unit trusts

Whether you’re new to investment trusts or an experienced investor, consider your options and explore the key differences between investment trusts and unit trusts with our informative guide.

View infographic

What are the risks?

Past performance is not a guide to future performance and may not be repeated.  The value of investments, and the income from them, can go down as well as up and investors might not get back the amount originally invested.

Some trusts invest solely in the companies of, or in property located in, one country or region. This can carry more risk than investments spread over a number of countries or regions. Investors in the emerging markets and the Far East should be aware that this involves a high degree of risk and should be seen as long term in nature. Exchange rates may cause the value of investments denominated in currencies other than sterling, and the income from them, to rise or fall.

*Fund manager industry experience: Andy Brough: 27 years, Matthew Dobbs: 33 years, King Fuei Lee: 15 years, Hugo Machin: 15 years, Philip Matthews: 16 years Nick Montgomery: 17 years, Sue Noffke: 25 years, Robin Parbrook: 24 years, Andrew Rose: 33 years, Tom Walker: 15 years.