Investment trusts are fast-becoming a popular choice among those looking to take advantage of a trust’s distinct investment powers. Find out more about the professionally-managed range on offer.
Outsource to Schroders and add our global resources to yours. We’ll put our 70 years of multi-asset investing experience to work for you. Explore our range of products and services.
We surveyed more than 22,000 investors from 30 countries.
Schroders’ investment trusts provide investors with access to a range of nine distinctive investment opportunities including: UK and Japanese equities, Pan-Asian equities and commercial property.
down -0.75 (-0.65%)
Yield (%): 5.40
|Share Class Currency||GBX|
|Fund Manager(s)||Tony Smedley|
|Fund Launch Date||09/12/2015|
|Share Class Launch Date||09/12/2015|
|Investment Scheme||Investment Trust|
|Fund Range Name||Schroders Investment Trusts|
|Eligible for ISA||No|
Jeff O’Dwyer, Investment Manager
Jeff is based in London and has over 20 years of real estate experience across a cross section of disciplines including, acquisition, investment management and fund management with a central focus on office, retail and industrial asset classes. The majority of his career has been spent operating in Continental Europe, having lived and worked there for over 11 years. Jeff joined Schroders in January 2015 to focus on Pan European management and acquisition initiatives. Jeff was formerly a Director of Pacific Real Estate Capital Partners, a European investment advisory business, with responsibility for sourcing, analysing and structuring investment opportunities in Continental Europe. Prior to joining Pacific Real Estate Capital Partners, Jeff was a Director at UBS Global Asset Management where he spent time based in London and Milan and led UBS's European Portfolio Transaction initiatives. Jeff was previously a member of Lend Lease's European retail fund team and broader European Capital Transactions team. He has also held positions in Australia and New Zealand for a listed retail REIT (St Lukes Group now owned by Westfield) and a boutique fund management company, MTM Funds Management. Jeff has an Honours Degree in Land Economics and is an FCA approved person.
Board of Directors
Sir Julian Berney Bt., Chairman
Julian has over 39 years real estate investment experience across Continental Europe, Scandinavia and the UK. Most recently he assisted Cityhold, part of the National Pension Fund of Sweden, to acquire and manage its property investment portfolio in the UK and Continental Europe. He was Formerly a Director at BNP Paribas Real Estate Investment Management, with responsibilities to its European Fund and with Aberdeen Property Investors to develop its property funds.
A large part of his career was at Jones Lang LaSalle where he was an International Director and held a number of senior appointments including Chairman of the Scandinavian businesses, a director of the European Business Team, and a member of the European Capital Markets Board Fellow of the Royal Institution of Chartered Surveyors
Mark is an International banker with over 25 years experience of investment banking and strategic planning. Mark recently retired from Standard Chartered Bank, where he was responsible for the development and execution of the company’s inorganic growth strategy. Led a number of acquisitions, investments and equity fundraising for Standard Chartered Bank. He had previously held a number of senior investment banking positions with Australia and New Zealand Bank and Deutsche Bank. He qualified as a Solicitor with Slaughter and May
Jonathan is an accountant by background with 32 years experience at KPMG, including 12 years as Chairman of KPMG’s International Real Estate and Construction business. He was appointed Independent Chairman of the Argent group of businesses on 1 January 2015, having previously been a non-executive director and chairman of the audit committee. He is a non-executive member of Phoenix Spree Deutschland Limited. He was a board member of the British Property Federation until June 2015. He is a member of the Institute of Chartered Accountants and Fellow of the Royal Institution of Chartered Surveyors.
Daily Investment Trust fund performance data is calculated on a mid to mid basis, excluding any dividend income. This daily performance will be reduced by the impact of the ongoing charges and portfolio transaction costs which can vary depending on the share class held.
Key Features and Application Form documents are available for ISA investors.
Please note that there may be some delay in uploading the Distribution share class factsheets.
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.
This marketing material is for professional investors or advisers only. This site is not suitable for retail clients.
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.
Views and Opinions are Schroders' only and may change.
Schroders uses all reasonable skill and care to ensure information is accurate. However, errors or omissions may occur that are outside of our control, such as unauthorised access to this internet service, or the effects of machine, software or operator error or malfunction in connection with data transmission. Information is accurate only on the date shown on the page it appears and we advise that you contact us before you rely on any information to confirm its accuracy.