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Practical guides, surveys and an investment glossary for financial advisers

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Read and download our latest insights and analysis on the current opportunities for your business and your clients – as well as what to watch out for.

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Practical guides

Practical guides for advisers – Covering the latest trends and insights from sustainability to wealth transfer and regulation.

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Adviser surveys

Schroders adviser surveys – Diving deeper on insights that can help you with your planning and client conversations

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Glossary

Welcome to our investment glossary. Here we de-bunk some of the industry's most common terms.

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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. To view historic dual prices from the launch date to 14 September 2018 click on Historic prices.

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