Investment Trusts

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 Private Equity, Impact, UK, Asia and Real Estate

Trusted

Trusted

We’ve managed investment trusts for approaching a century now

Expertise

Expertise

Benefit from our specialist knowledge and experience

Targeted opportunities

Targeted opportunities

Available in the UK, Asia and real estate

Private equity opportunities

Impact opportunities

UK opportunities

Asia opportunities

Real Estate opportunities

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.

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Please remember that the value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.

Marketing material

Issued by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registered Number 4191730 England.

Schroder Unit Trusts Limited is an authorised corporate director, authorised unit trust manager and an ISA plan manager, and is authorised and regulated by the Financial Conduct Authority.

On 17 September 2018 our remaining dual priced funds converted to single pricing and a list of the funds affected can be found in our Changes to Funds. To view historic dual prices from the launch date to 14 September 2018 click on Historic prices.