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.
Our range of funds includes funds designed to generate a regular income and funds to build capital growth over the long term.
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). If you have already used your ISA allowance, or are not eligible to invest in an ISA, you can invest in the Schroder range of unit trusts directly.
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.
To take advantage of your ISA allowance, you can invest in any of our funds through a stocks and shares ISA.
Remember you need to invest at least £1,000 or £50 per month with a maximum allowance of £10,680 in an ISA.
Before you invest and for further information on the funds, we recommend that you read the simplified prospectus document.
If you need to contact us, there are a number of ways you can get in touch.
Contact usThis website is designed for private investors. If you are a professional adviser please go to schroders.co.uk and navigate to the correct site. The information in this site is only intended for and applicable to UK residents.
Advice. Nothing in this site should be construed as being personal financial advice. Should you have any queries about your application or the suitability of any of the investments included on this website for your personal circumstances, you should contact your Financial Adviser. Neither Schroder Investments Limited or Schroder Unit Trusts Limited offer investment advice.
Simplified Prospectus/Key Features Document The Simplified Prospectus/Key Features Document contain important information regarding the funds, including charges, tax and fund specific risk warnings etc. You should read the Simplified Prospectus before investing in any Schroder Unit Trust, and the Key Features Document before investing in any Schroder Investment Trust.
Views and Opinions. Schroders has expressed its own views and opinions on this website, and these may change.
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Please read the Important Information before investing.