Investment trusts
Opportunities in the UK, Asia and real estate
Trusted
We’ve managed investment trusts for approaching a century now
Expertise
Benefit from our specialist knowledge and experience
Targeted opportunities
Available in the UK, Asia and real estate
We’re a trusted name for investment trusts
Investment trusts are a tried and tested way of investing. They’ve been used successfully for over 150 years and we’ve been involved in managing them since 1924. Our specialist teams draw on all that experience as well as our extensive global network and local links.
Today we offer investment trusts that focus on three specific markets: the UK, Asia and real estate.
UK opportunities
- Schroder British Opportunities Trust plc: Seeking out companies with the potential for high, sustainable growth
Schroder BSC Social Impact Trust plc: An investment opportunity that seeks to address the UK’s most pressing social challenges
Schroder UK Public Private Trust plc: An approach that combines the strengths of private and public assets
Schroder UK Mid Cap Fund plc: A focus on dependable companies who still have plenty of scope for growth
Schroder Income Growth Fund plc: Seeks to generate reliable income with dividend growth that aims to outpace inflation
Asian opportunities
- Schroder AsiaPacific Fund plc: Exposure to high long-term growth potential across Asia’s diverse equity markets
Schroder Oriental Income Fund Limited: Focusing on Asian companies that offer long-term growth potential with increasing dividend income
Schroder Japan Growth Fund plc: Seeking attractive investment opportunities in the world’s third-largest economy
Schroder Asian Total Return Investment Company plc: Designed to protect and grow wealth through all market conditions
Real estate opportunities
- Schroder Real Estate Investment Trust: Seeking attractive income with capital growth potential from a portfolio of UK commercial real estate
Schroder European Real Estate Investment Trust: A long-term sustainable income and value from growing European cities
Ground Rents Income Fund plc: Invests in long-dated ground rents aimed at sustainable long-term performance
Why invest in investment trusts?
They can give you access to a large range of assets for a relatively small initial investment. This provides diversification, helping to buffer you from market volatility.
You become a shareholder when you invest in an Investment Trust, gaining a say in how the trust is run. And those shares are as liquid as any other – so can be bought and sold whenever you want.
You can see how your money is doing thanks to performance reporting from the stock exchange and regular updates from fund managers. Those managers also have to produce financial reports and obey strict regulations.
As an extra layer of security, the trust is overseen by an independent board of directors who make sure it’s always being run appropriately.
Investment Trusts can hold some dividend income in reserve, which they can use to smooth out any income payments to investors.
Investment Trusts also have benefits for fund managers (which can help you as well).
They can borrow money when they spot an investment opportunity, which isn’t allowed with unit trusts.
When investors sell shares, these are purchased by other investors, so no assets have to be sold. This means the fund manager is never required to change their strategy just because someone is selling their investment.
Fund managers of larger Investment Trusts can often negotiate lower fees, which can mean lower costs.
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“Investment trusts offer a flexible and effective way to gain exposure to some of the world’s most dynamic markets and regions wrapped in a transparent structure.”
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.