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.
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.
Combining skill, experience, and significant research resources across public listed and private equities
Investing in financially strong medium-sized companies across the UK economy
Seeking inflation-beating returns by identifying companies with attractive dividends
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.
Investing for capital growth across Asia’s diverse equity markets
Identifying Asian businesses that can sustain attractive dividend payments
Seeking attractive investment opportunities in the world’s third-largest economy
Designed to protect and grow wealth through all market environments
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.
Identifying attractive income opportunities from UK commercial real estate
Investing in continental Europe for long-term income and capital growth
Aiming to deliver sustainable, long-term performance by investing in long-dated ground rents
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.