Investment Trusts

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What matters most to you?

Investments give you a stake in the future. Whether you're looking for an investment that reflects your values and will help you to achieve your personal goals; or you're thinking more broadly about how your family, your community, or the planet could benefit when good decisions are made in the right areas.
Discover an investment solution that resonates in our Investment Trust range.

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Investor information

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Private Equity

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Real Estate

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UK & Impact

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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.

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

For illustrative purposes only and does not constitute a recommendation to invest in the above-mentioned security / sector / country.

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.

For help in understanding any terms used, please visit address