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Navigating the exciting opportunities of the world’s most dynamic markets through Investment Trusts requires in-depth local knowledge, plenty of experience and a steadfast approach. 

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


 

  

Guide to Investment Trusts

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How to Invest 

We recommend you seek financial advice from an Independent Adviser before making an investment decision

 

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Thought Leadership

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Investment Trust Articles

 

Alternative Investment Fund Managers Directive Disclosure

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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.

 

Navigating the exciting opportunities of the world’s most dynamic markets through Investment Trusts requires in-depth local knowledge, plenty of experience and a steadfast approach. 

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

Asian investment opportunities

We have had offices in Asia for over 40 years and have offices in ten key locations. It’s a length of experience and geographical coverage in the region that has given our fund managers the great advantage of a large team of local analysts to generate strong investment ideas for the trusts.

Funds

Schroder AsiaPacific Fund plcAims for capital growth by targeting attractive investment opportnities across Asian equity markets.Read moreSchroder Oriental Income FundThe Company targets the attractive income and income growth potential provided by Asian companies.Read more 

 

Schroder Japan Growth Fund plcAims for capital growth by investing in one of the world's leading economies..Read moreAsian Total Return Investment Company plcThe Company targets a high rate of total return, whilst also seeking to offer a degree of capital preservation, by investing in attractive investment opportunities across diverse Asian equity markets.Read more

Schroder AsiaPacific PLC Fund 

Aims for capital growth by targeting attractive investment opportnities across Asian equity markets.

 

Schroder Oriental Income LIMITED Fund    

The Company targets the attractive income and income growth potential provided by Asian companies.

 

Schroder Japan Growth Fund plc 

Aims for capital growth by investing in one of the world's leading economies.

 

Asian Total Return Investment Company plc    

The Company targets a high rate of total return, whilst also seeking to offer a degree of capital preservation, by investing in attractive investment opportunities across diverse Asian equity markets.

 

Meet the team

 

Mathhew Dobbs

King Fuei Lee

Robin Parbrook

Andrew Rose

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.

UK investment opportunities

Schroders has managed UK equities since the 1920s and our team has evolved over time to capitalise most effectively on our expertise and address the changing needs of our clients. Our process is founded on proprietary fundamental research and we have outstanding access to the companies we research as a result of Schroders’ scale and longstanding commitment to UK equities.

Funds

 

Schroder UK Mid Cap Fund plc   

The Company’s investment objective is to invest in Mid Cap equities with the aim of providing a total return in excess of the FTSE 250 (ex-Investment Companies) Index.

 

 Schroder UK Growth Fund plc 

The Company’s principal investment objective is to achieve capital growth predominantly from investment in UK equities, with the aim of providing a total return in excess of the FTSE All-Share Index.

 

 Schroder Income Growth Fund plc

The Company’s principal investment objectives are to provide real growth of income, being growth of income in excess of the rate of inflation, and capital growth as a consequence of the rising income.

 

Meet the team

Andy Brough

Philip Matthews

Sue Noffke

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.

Real estate investment opportunities

The Schroder Real Estate team have a wealth of experience managing listed real estate funds in the UK and Continental Europe. Our real estate team consists of over 75 people operating from offices across Europe, Asia and North America, managing over £11.8 billion in real estate assets.

Funds

 

Schroder Real Estate Investment Trust 

SREIT aims to provide shareholders with an attractive level of income with the potential for income and capital growth from investing in UK commercial real estate.

 

Schroder European Real Estate Investment Trust

Launched on 9 December 2015, the Schroder European Real Estate Investment Trust targets growth regions in Continental Europe and aims to provide a regular and attractive level of income together with the potential for long-term income and capital growth.

 

Meet the team

Tony Smedley

Duncan Owen

Nick Montgomery

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.

Navigating Investment Trusts: How best to invest 

A year of many historical anniversaries, 2016 marks 420 years since the death of Sir Francis Drake, the first Englishman to circumnavigate the globe. On board his ship, the Golden Hind, expert sailors would use compasses, log lines and maps to safely guide the crew to their final destination, often through unfamiliar territories.

 

Going strong: Investment Trusts stand the test of time

It’s not often that you hear Queen Elizabeth II and investment trusts mentioned in the same breath – but like her majesty, at least 10% of UK investment trusts have been in existence for 90 years or more.

Investment trust or unit trust – more than a simple open or shut case?

This article illustrates the important differences between investment trusts and unit trusts, and is designed to help investors make the investment decision which is right for them. 

Understanding risk around Investment Trusts

Your questions answered

Investment Trusts as part of your income strategy – Q&A

Robin Stoakley, Schroders Head of UK Intermediary, explains why investment trusts could offer an interesting alternative for income seekers as part of a balanced, long-term portfolio.

Getting to grips with discounts and premiums

Since shares in an investment trust are traded on the stockmarket, the price is based on supply and demand among investors, rather than what the fund’s underlying investments are worth, known as the net asset value (NAV).

Investment Trusts as a portfolio diversification strategy

First developed in the nineteenth century, an investment trust is incorporated as a public company and listed on the London Stock Exchange.  A type of collective or pooled investment fund, an investment trusts is a professionally managed fund which combines the money of a broad range of investors in a single investment vehicle.

Focused opportunities in continental European real estate

Investors are increasingly turning to real estate to gain exposure to real assets that produce an attractive income return as well as the potential for capital growth. The new Schroder European Real Estate Investment Trust offers investors access to the dynamic continental European real estate markets, as well as the extensive experience of a dedicated investment team based in the target markets, led by Tony Smedley at Schroder Real Estate Investment Management (REIM).

 Hitting the UK real estate hot spot

In turbulent times for global markets, the skilful management of high quality real estate assets continues to offer potential for attractive capital and income returns. With a focus on providing diversified exposure to assets in the right locations in the right UK cities, the long-established Schroder Real Estate Investment Trust could be an attractive option for investors.

 

   

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.

Thought leadership

 

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