Schroder BSC Social Impact Trust plc - SBSI

Seeking to drive positive social impact and consistent financial returns

Why invest in SBSI?

As we become increasingly aware of the serious challenges facing our society, more and more investors want to do well by doing good. They want to put their capital to work for dual impact – to the benefit of people and their portfolio.


The Schroder BSC Social Impact Trust has these very objectives: to achieve positive social impact and the creation of value for investors.

Portfolio Managers Jeremy Rogers and Hermina Popa provide an update on performance for the year ended 30 June 2025 and the strategic review being undertaken by the Board. The report and presentation can be downloaded below (published 29/10/25)

Transformational impact

Capital for local social organisations and charities working with disadvantaged people in areas of high need across the UK

Collective strengths

Harnessing the combined strengths of Schroders and the highly experienced team led by Better Society Capital, a dedicated social impact investor and delegated portfolio manager of the trust

Diversification

Offering the potential for low correlation to other asset classes, providing attractive diversification benefits for investors

Adoption of Sustainability Impact Label

The Company is pleased to confirm that from 02/12/24, it has adopted the "Sustainability Impact" label and will continue to be considered an "Impact Fund" under FCA's Sustainability Disclosure Requirements and investment labelling regime.

Please refer to the Consumer-Facing Disclosures, Pre-Contractual Disclosures and Periodic Product-Level Sustainability Report for this fund. For more information on sustainability labels please visit the FCA website.

Download Key Material

Annual Report and Accounts 2025
Half Year Report 2024
Impact Report 2025
Kepler Research Note

Find out more about SBSI’s positive impact and how it’s measured and managed

The Schroder BSC Social Impact Trust is committed to best-in-class impact measurement, management and reporting. Transparency is a vital part of quality impact management and the Company shares the impact performance of the frontline organisations that we fund in a variety of ways.

SBSI portfolio company, Wight Community Energy, is one of the solar sites that together make up Community Energy Together Limited. Community Energy Together is a group of community energy sites which use additional revenues from selling electricity to the National Grid to fund local social projects - helping local residents at risk of fuel poverty and other disadvantage, as well as local low-carbon projects. Watch this video to find out more about the model and how they support local social and environmental impact.

Explore our impact map

Schroder BSC Social Impact Trust plc