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Investment Trusts

With more than 70 years of industry experience, we might be one of the investment world’s best kept secrets.

Welcome

The facts

Our trusts

How to invest

Insights

Experience and expertise

Schroders has been managing investment trusts since 1924 and has established a strong reputation. Our specialist teams draw on Schroders’ extensive investment resources, combining global insights with local market knowledge.

We offer a range of investment trusts that focus on three specific markets – the UK, Asia and real estate. With clearly defined investment strategies, they help investors meet different financial objectives.

Investing in the UK

The UK’s stock markets host many of the world’s most innovative and dynamic companies across all industry sectors. They offer investors exposure to revenue streams from around the world as well as the reassurance that comes from the highest standards of corporate governance.

Schroders has been investing in UK equities for almost 100 years. Today our investment process combines fundamental research with access to the companies we research owing to our size and long-standing commitment to this market.

Schroder UK Public Private Trust plc

Combining skill, experience, and significant research resources across public listed and private equities

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Schroder UK Mid Cap Fund plc

Investing in financially strong medium-sized companies across the UK economy

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Schroder Income Growth Fund plc

Seeking inflation-beating returns by identifying companies with attractive dividends

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Investing in Asia

As home to half the world’s population and a uniquely diverse range of economies, Asia provides a rich source of investment opportunities. The challenge is to identify companies with the vision to take advantage of the tremendous scale and scope for growth that is available to them.

Schroders has been operating in Asia for more than 40 years, and today we have offices in 10 key locations throughout the region. This presence gives our fund managers access to a large team of local analysts who help to generate strong investment ideas for the trusts.

Schroder AsiaPacific Fund plc

Investing for capital growth across Asia’s diverse equity markets

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Schroder Oriental Income Fund Limited

Identifying Asian businesses that can sustain attractive dividend payments

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Schroder Japan Growth Fund plc

Seeking attractive investment opportunities in the world’s third-largest economy

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Schroder Asian Total Return Investment Company plc

Designed to protect and grow wealth through all market environments

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Investing in real estate

The structure of an investment trust is well-suited to taking advantage of the long-term opportunities available in the real estate market. They offer investors the potential for an attractive level of income together with the potential for income and capital growth from actively managing a real estate portfolio.

Schroder Real Estate has significant experience managing listed real estate funds in the UK and continental Europe. With the expertise of over 180 professionals working from offices across Europe, Asia and North America, we manage approximately £17 billion in real estate assets globally.

Schroder Real Estate Investment Trust

Identifying attractive income opportunities from UK commercial real estate

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Schroder European Real Estate Investment Trust

Investing in continental Europe for long-term income and capital growth

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What are the risks?

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.

Contact Schroders

Schroders is a world-class asset manager operating from 35 locations across Europe, the Americas, Asia, the Middle East and Africa.

Worldwide locations

For any further questions, please contact us.

Contact us

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.

Please note: for the Schroder UK Public Private Trust plc, the important information is below:

Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registration No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

Schroder UK Public Private Trust plc is incorporated in England and Wales, company number 09405653. Registered as an investment company under section 833 of the Companies Act 2006. Registered address Beaufort House, 51 New North Road, Exeter, EX4 4EP.

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