How to invest

Investment Trust Shares

Shares in Schroders investment trusts are listed on the London Stock Exchange. Ordinary shares in each company can be bought and sold through a stockbroker, accountant, independent financial adviser or a share dealing service provided by many banks or buildings societies.

Alternatively, we have made it simple for investors to buy shares quickly and easily online through a range of UK online stockbrokers.

Please note that these websites are third-party sites and are not endorsed or recommended by Schroders. 

Sometimes shares will not be available to immediately purchase in the size of block and at the price you wish to pay.  In this case you can place a 'limit order' with your broker or platform so that the shares will be purchased when shares are available at the price you set.

We recommend you seek financial advice from an independant advisor before making an investment decision. If you don't already have one, you can find one at www.unbiased.co.uk.

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Regular savings

It is easy to make regular investments into investment trust shares with a UK online stockbroker. Invest from as little as £50 per month in a fast and cost efficient way, allowing you to build up a holding in Schroders Investment Trust stock.

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Invest through a SIPP

A pension is one of the most tax efficient ways of saving for retirement. It is easy to make regular or one-off investments into investment trust shares within a Self Invested Personal Pension (SIPP) with a UK online stockbroker.

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Invest through an ISA

An Individual Savings Account (ISA) is a tax efficient wrapper to shelter your savings and investments from tax. It is easy to make regular or one-off investments into Schroders investment trust shares in an ISA with a UK online stockbroker.

Third party platforms

The following are third-party providers that you can use to invest in our range of investment trusts:

AJ Bell >

Barclays >

Bestinvest >

Charles Stanley Direct >

Fidelity >

Halifax >

Hargreaves Lansdown >

Interactive Investor >

Please note this is not a complete list of all the platforms where our trusts are available and these are third-party sites which are not endorsed or recommended by Schroders. The companies shown above are for illustrative purposes only and their inclusion should not be interpreted as a recommend to buy or sell or adopt any investment strategy.

What are the key risks

Concentration Risk: Some trust's investments may be concentrated in a limited number of geographical regions, industry sectors, markets and/or individual positions. This may result in large changes in the value of a company, both up or down, which may adversely impact the performance of the company.

 

Derivatives risk: Derivatives, which are financial instruments deriving their value from an underlying asset, may be used to manage some Trusts efficiently. Some trusts may also materially invest in derivatives including using short selling and leverage techniques with the aim of making a return. A derivative may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the company.

 

Counterparty risk: The trust may have contractual agreements with counterparties. If a counterparty is unable to fulfil their obligations, the sum that they owe to the trust may be lost in part or in whole.

 

Gearing risk: A trust may borrow money to make further investments, this is known as gearing. Gearing will increase returns if the value of the investments purchased increase by more than the cost of borrowing, or reduce returns if they fail to do so. In falling markets, the whole of the value in that investment could be lost, which would result in losses to the company.

 

Liquidity risk: In difficult market conditions, a trust may not be able to sell a security for full value or at all. This could affect performance and could cause the company to defer or suspend redemptions of its shares, meaning investors may not be able to have immediate access to their holdings.

 

Operational risk: Operational processes, including those related to the safekeeping of assets, may fail. This may result in losses to the trust.

 

Emerging markets risk: Emerging markets, and especially frontier markets, generally carry greater political, legal, counterparty and operational risk.

Each trust in our range will have its own unique risks. Please see our individual trust pages for further details.