Investment Trusts

Backed by insight and conviction, our specialist investment trusts bring sharper focus to a noisy world

What matters most to you?

Investments give you a stake in the future. Whether you're looking for an investment that reflects your values and will help you to achieve your personal goals; or you're thinking more broadly about how your family, your community, or the planet could benefit when good decisions are made in the right areas.
Discover an investment solution that resonates in our Investment Trust range.

Asia

SDP

Schroder AsiaPacific Fund plc

EQUITY

Capturing Asia's future growth

Portfolio ManagerAbbas Barkhordar
Reference Index MSCI AC Asia ex JP NR (GBP)
Dividends PaidAnnually
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SOI

Schroder Oriental Income Fund Limited

EQUITY

Expert access to Asian income & growth

Portfolio ManagerRichard Sennitt
Reference IndexMSCI AC Pacific Ex Japan NR (GBP)
Dividends PaidQuarterly
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ATR

Schroder Asian Total Return Investment Company plc

EQUITY

Designed to protect and grow wealth through all market conditions

Portfolio ManagersRobin Parbrook & Lee King Fuei
Reference IndexMSCI AC Asia Pacific ex JP NR (GBP)
Dividends PaidAnnually
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SJG

Schroder Japan Trust plc

EQUITY

Capturing Japan's new dawn

Portfolio ManagerMasaki Taketsume
Reference IndexTOPIX TR JPY (GBP)
Dividends PaidQuarterly
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Biotechnology

IBT

International Biotechnology Trust plc

EQUITY

Investing in biotechnology for a healthier future

Portfolio ManagersAilsa Craig & Marek Poszepczynski
Reference IndexNASDAQ Biotechnology TR (GBP)
Dividends PaidSemi-Annually
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UK & Impact

SCP

Schroder UK Mid Cap Fund plc

EQUITY

Backing tomorrow’s UK market leaders today

Portfolio ManagersJean Roche & Andy Brough
Reference IndexFTSE 250 ex Inv Trusts TR (GBP)
Dividends PaidSemi-Annually
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SCF

Schroder Income Growth Fund plc

EQUITY

Reliably growing income for shareholders

Portfolio ManagerSue Noffke
Reference IndexFTSE AllSh TR (GBP)
Dividends PaidQuarterly
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SBSI

Schroder BSC Social Impact Trust plc

EQUITYSUSTAINABLE INVESTING

Seeking to drive positive social impact and consistent financial returns

Portfolio ManagersHermina Popa & Jeremy Rogers
Dividends PaidAnnually
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Real Estate

SREI

Schroder Real Estate Investment Trust Limited

EQUITYREAL ESTATE

Seeking to improve the sustainability performance of buildings to generate higher income and capital growth

Portfolio ManagersNick Montgomery & Bradley Biggins
Reference IndexMSCI UK Balanced Portfolios Quarterly Property Index funds (GBP)
Dividends PaidQuarterly
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SERE

Schroder European Real Estate Investment Trust plc

EQUITYREAL ESTATE

Seeking a long-term consistent income and value from growing European cities

Portfolio ManagerJeff O'Dwyer
Dividends PaidQuarterly
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GRIO

Ground Rents Income Fund plc

EQUITYREAL ESTATE

A closed-ended real estate investment trust incorporated in England on 23 April 2012

Portfolio ManagerChris Leek
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Private Equity

SBO

Schroder British Opportunities Trust plc

PRIVATE EQUITY

Backing British growth

Portfolio ManagersPeraveenan Sriharan & Tim Creed
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INOV

Schroders Capital Global Innovation Trust plc

PRIVATE EQUITY

Formerly Schroder UK Public Private Trust plc (SUPP)

Portfolio ManagersTim Creed & Harry Raikes
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