Investment trusts

 

Investment Trusts at Schroders

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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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.

 

Asian investment opportunities 

We have had offices in Asia for over 40 years and have offices in ten key locations throughout the region. This geographical coverage gives our fund managers the benefits of a large team of local analysts to help generate strong investment ideas for the trusts.

Schroder AsiaPacific Fund plc

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

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Schroder Oriental Income Fund Limited

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

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Schroder Japan Growth Fund plc

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

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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.

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Meet the team

Mathhew Dobbs

King Fuei Lee

Robin Parbrook

Andrew Rose

How to Invest

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

Learn more

Thought Leadership

Read our latest articles on investment trusts and subscribe to our Investment Trust RSS feed.

Investment Trust articles

Alternative Investment Fund Managers Directive Disclosure

Read the full disclosure

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.

The trusts invest in smaller companies that may be less liquid than in larger companies and price swings may therefore be greater than investment trusts that invest in larger companies.

The trusts may borrow money to invest in further investments, this is known as gearing. Gearing will increase returns if the value of the investments purchased increase in value by more than the cost of borrowing, or reduce returns if they fail to do so.

 

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.

Schroder UK Mid Cap Fund

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.

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Schroder UK Growth Fund

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.

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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.

 Watch the Fund Manager video

 Find out more

 

Meet the team

Andy Brough

Philip Matthews

Sue Noffke

How to Invest

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

Learn more

Thought Leadership

Read our latest articles on investment trusts and subscribe to our Investment Trust RSS feed.

Investment Trust articles

Alternative Investment Fund Managers Directive Disclosure

Read the full disclosure

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.

The trusts may borrow money to invest in further investments, this is known as gearing. Gearing will increase returns if the value of the investments purchased increase in value by more than the cost of borrowing, or reduce returns if they fail to do so.

 

Resl 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.

Schroder Real Estate Investment Trust

The fund 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.

 Watch the Fund Manager video

 Find out more

Schroder European Real Estate Investment Trust

Launched on 9 December 2015, the fund 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

 Watch the Fund Manager video

 Find out more

 

Meet the team

Nick Montgomery

Duncan Owen

Tony Smedley

How to Invest

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

Learn more

Thought Leadership

Read our latest articles on investment trusts and subscribe to our Investment Trust RSS feed.

Investment Trust articles

Alternative Investment Fund Managers Directive Disclosure

Read the full disclosure

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.

Trusts which invest in a smaller number of assets carry more risk than those spread across a larger number of assets.

The trusts may borrow money to invest in further investments, this is known as gearing. Gearing will increase returns if the value of the investments purchased increase in value by more than the cost of borrowing, or reduce returns if they fail to do so.

 

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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.

 

How to Invest

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

Learn more

Thought Leadership

Read our latest articles on investment trusts and subscribe to our Investment Trust RSS feed.

Investment Trust articles

Alternative Investment Fund Managers Directive Disclosure

Read the full disclosure

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.