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Schroder BSC Social Impact Trust plc

A unique investment opportunity to address UK social challenges

A diversified portfolio with demonstrable local social impact

The Schroder BSC Social Impact Trust invests in a diversified portfolio which we believe can deliver high social impact alongside good risk adjusted returns to investors, with low correlation to mainstream markets. Our portfolio spans across the UK with a focus on three primary areas.

Click below to learn more about each investment area or scroll down to our interactive impact map and case studies to view where our investments are having an impact in an area near you.



    Social Outcomes Contracts Case Study – Stronger Families Norfolk

    Helping young people and families stay together through family therapy

    Debt for Social Enterprise Case Study – Thera Trust Charity Bond

    Support for people with learning disabilities to achieve their ambitions

    High Impact Housing Case Study – Resonance Real Lettings Property Fund

    Contributing to homelessness solutions

     

    Case study 1 -


    Social Outcomes Contracts Case Study – Stronger Families Norfolk

    Helping young people and families stay together through family therapy

    Challenge*

    There are more than 80,000 children in the UK  who are “looked after” by local authorities, with more than 90 taken into care every day. These children and young people are more likely to have worse life chances than their peers in areas such as education, youth offending, health and employment.

    Investable Solution

    The Stronger Families programme supports young people and families in Norfolk via an evidence-based intervention called Functional Family Therapy Child Welfare, which aims to improve communication, repair relationships, and ultimately enable the children and young people to stay with their families. If the young person does not go into care, the programme receives an outcome payment from Norfolk County Council, which reflects the young person’s improved life chances.

    Impact and User Voice

    When referred to Stronger Families, Derek* *  was a 14-year-old boy who just wanted someone to hear him out.

    Therapists had face-to-face engagement and motivation sessions prior to tele-therapy being introduced post-lockdown. Although Derek has severe ADHD, after some initial resistance to tele-therapy, Derek engaged positively and developed a very good relationship with the therapist. Some concerns at the beginning of the therapy were his verbal and physical aggression, and his inability to concentrate for a long enough period of time to engage in family activities. Towards the end of the therapy, Derek developed closer relationships with the family; they even started having family nights, where Derek cooked meals for his family, and they played card games afterwards.

    Source: *Bridges, Prison Reform Trust 2015, ** Not his real name

    SDG alignment

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    IMP impact dimensions

    What

    Preventing families from breaking down by improving young people’s and family’s resilience through quality therapy

    Who

    Young people at risk of or who are already in care

    How much

    The programme will support 360 families

    Contribution

    Increase accessibility, quality of the intervention, duration and value for money

    Risk

    Coordination risk between services around the young person and the family (social workers, reunification services, specialised services).

    Case study 2 -


    Debt for Social Enterprises Case Study – Thera Trust Charity Bond

    Support for people with learning disabilities to achieve their ambitions

    Challenge*

    There are c1.5m people with a learning disability or autism in the UK. Supporting individuals to live independently in the community can be crucial for their wellbeing and also creates significant public savings vs institutional alternatives. People with a learning disability or autism can face stigma and discrimination, resulting in significant challenges for equality of access across all aspects of daily life – care and support, community access and social contact, housing, money, education and employment opportunities. 

    Investable Solution

    Thera Trust is a national charitable group delivering a range of care, support and services to people with a learning disability or autism. Thera helps individuals with all aspects of their daily lives, to manage their tenancy, build friendships and participate in their local community and achieve educational and employment outcomes. These services are largely through contracts with more than 80 Local Authorities, the NHS, and other organisations. Thera has issued four charity bonds to date, with investor capital used for the expansion of services and provision of specialist adapted housing, with repayments from contract income.

    Schroder BSC Social Impact Trust invested in the 2018 bond issue which provides a 5.5% coupon and matures in 2024

    Impact and User Voice

    Thera Trust ensures that the voice of people with a learning disability or autism is always heard and that they are at the centre of everything it does and the support it provides. Examples of this commitment are: individuals with lived experience of learning disability or autism assess the services Thera Trust provides and hold senior leadership positions within the organisation – 44% of the Board and 37% of executives.

    Source: *Mencap, **Thera Trust Impact Report 2019-2020

    SDG alignment

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    IMP impact dimensions

    What

    Provide care and support at home and in the community 

    Who

    Vulnerable adults with learning disabilities and complex behavioural support needs

    How much

    Provides support to over 3000 people

    Contribution

    Integrated lived experience across the organisation connects service design to better outcomes

    Risk

    Mitigated through use of the “Quality Company” (part of Thera Group) to assess services - as well as additional third party assessment of outcomes

    Case study 3 -


    High Impact Housing Case Study – Resonance Real Lettings Property Fund

    Contributing to homelessness solutions

    Challenge

    More than a quarter of a million people, half of them children are homeless and living in temporary accommodation*. The quality of temporary accommodation provided by local authorities through statutory duties (Housing Homeless Persons Act 1977, Housing Act 1996, Homelessness Act 2002 and Homelessness Reduction Act 2017) can vary significantly. One in six homeless households are placed in emergency B&Bs and hostels which can both be high cost and lead to poor outcomes.

    Investable Solution

    St Mungo’s, a leading homelessness charity, leases property from the fund. The charity also provides support to help individuals get their lives back on track - for example, through targeting employment and health outcomes.

    The fund aims to generate returns for investors from statutory government rental income and capital appreciation of properties purchased. 

    Structure

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    SDG alignment

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    IMP impact dimensions

    What

    Provide move on housing

    Who

    People at risk of homelessness

    How much

    259 homes provided

    Contribution

    By taking a holistic approach to homelessness, the fund aims to achieve long-term changes in people’s lives

    Risk

    Mitigated by St Mungo’s experience of the multi-dimensional issues faced by individuals helps it direct the multiple interventions needed

    Contact Schroders

    Schroders is a world-class asset manager operating from 37 locations across Europe, the Americas, Asia, the Middle East and Africa.




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