Investment trusts

Opportunities in the 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

Choose from three different areas of expertise

We offer investment trusts that focus on three specific markets:  the UK, Asia and real estate.  

 

Invest in the UK 

 

We’ve been investing in the UK for around 100 years, gaining experience and insights of a stock market known for dynamic companies and reassuringly high levels of corporate governance: 

 

  • 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 

The opportunities in Asia

Asia offers a rich seam of investment opportunities for those able to identify them. With around 50 years on-the-ground experience and 10 local offices, we seek to do exactly that: 

 

  • 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 

Or build returns from real estate

Investment trusts are well-suited to taking advantage of opportunities in real estate. With over 180 professionals working across Europe, Asia and North America, we manage around £21.5 billion in real estate assets globally (as of 31 December 2021). 

 

  • 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 strategy from growing European cities  

  • Ground Rents Income Fund plc: Invests in long-dated ground rents aimed at sustainable long-term performance 

We’re a trusted name for investment trusts

Investment trusts are a tried and tested way of investing, having been used successfully for over 150 years. And we’ve been involved in managing them since 1924, so our specialist team draw on those years of experience as well as our extensive global network and local links. With a broad range of choices in three specialised areas, we can help you find the option that works best for you

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Investment trusts

“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. 

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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.