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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). 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.
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.
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
This website is intended for, and is relevant to, UK residents only and should not be relied upon by persons of any other jurisdiction. It is designed for retail clients only. If you are a professional financial adviser please go to schroders.co.uk and navigate to the correct site. The information in this website is not intended as an offer or solicitation for the purchase or sale of any financial instrument.
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. Schroder Unit Trusts Limited does not offer investment advice.
Important Documents. You should read the Key Investor Information Document(s) and Supplementary Information Document before investing in any Schroder Unit Trusts, the Key Features Document before investing in any Schroder Investment Trusts or the Key Investor Information Document(s) before investing in any fund within the Schroder International Selection Fund Range.
Views and Opinions. Schroders has expressed its own views and opinions on this website, and these may change.
Accuracy of Information. Schroders uses all reasonable skill and care in compiling the information. However, errors or omissions in the information may occur because of a number of factors which are inherent in any Internet access system and are not within Schroders' reasonable control. For example, unauthorised access to this service, or the effects of machine, software or operator error or malfunction in connection with data transmission. This service is accurate only on the date that such information is supplied by Schroders via its Internet service. The relevant date for any particular information is the date shown on the page on which the information appears. In view of the above, Schroders advises you to confirm the accuracy of any information with Schroders before seeking to rely on such information.
Please read the Important Information before investing.