Your investment options

Schroders' broad and flexible product range gives you the flexibility to invest in many different ways, according to your individual circumstances. To discuss the best way to invest, you should contact a financial adviser.

The value of investments and the income from them may go down as well as up and you may not get back the amount originally invested.

Income or growth?

Our range of funds includes funds designed to generate a regular income and funds to build capital growth over the long term.

ISA or unit trust/ OEIC?

You can invest in our range of funds through various routes.

To protect your investment from income tax and capital gains tax, you can opt for an ISA (please see ISAs at a glance, for a reminder of the regulations governing ISAs). The Government has increased the annual allowance for saving, giving you the freedom to save more.

If you have already used your annual allowance, or are not eligible to invest in an ISA, you can invest in the Schroder range of unit trusts/ OEIC directly.

Lump sum or regular saving?

You can choose to invest a lump sum or regular saving, or a combination of both. You can invest as little as £50 per month as a regular saving, or £1,000 as a lump sum, which you can top up at any time.

Schroders NISA

From July 1 2014, all ISAs became New ISAs or ‘NISAs’. New ISAs are a way to save or invest tax free, up to a certain amount per year, currently £15,000.

The New ISA is more generous and will offer flexibility to save your annual allowance of £15,000 in cash, stocks and shares or any combination of the two. Under the rules you will also be able to transfer previous years’ ISA savings freely between stocks and shares and cash if you wish.

Before you invest, please read the Key Investor Information Document for the funds that you are interested in and the Supplementary Information Document.

 

If you would like information on how to buy or sell units in a Schroders Fund, please contact our Investor Services team on 0800 718 777* or if you are calling from overseas please call +44 (0)1268 443952. Opening hours: Monday - Friday: 8am - 6pm Saturday: 9am - 1pm

*Please note, for your security, telephone calls to Schroders may be recorded