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Investment trusts

 

Investment Trusts at Schroders

Navigating the exciting opportunities of the world’s most dynamic markets through Investment Trusts requires in-depth local knowledge, plenty of experience and a steadfast approach.

Here you can discover the features of Investment Trusts and learn about the team’s expertise across the range and territories, so you can start plotting your own investment journey.

 

Guide to Investment Trusts

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How to Invest

We recommend you seek financial advice from an Independent Adviser before making an investment decision. 

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Investment Trust articles

Alternative Investment Fund Managers Directive Disclosure

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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.

 

Asian investment opportunities 

We have had offices in Asia for over 40 years and have offices in ten key locations throughout the region. This geographical coverage gives our fund managers the benefits of a large team of local analysts to help generate strong investment ideas for the trusts.

Schroder AsiaPacific Fund plc

Aims for capital growth by targeting attractive investment opportnities across Asian equity markets.

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Schroder Oriental Income Fund Limited

The Company targets the attractive income and income growth potential provided by Asian companies.

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Schroder Japan Growth Fund plc

Aims for capital growth by investing in one of the world's leading economies.

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Schroder Asian Total Return Investment Company plc

The Company targets a high rate of total return, whilst also seeking to offer a degree of capital preservation, by investing in attractive investment opportunities across diverse Asian equity markets.

 Find out more

 

Meet the team

Mathhew Dobbs

King Fuei Lee

Robin Parbrook

Andrew Rose

How to Invest

We recommend you seek financial advice from an Independent Adviser before making an investment decision. 

Learn more

Thought Leadership

Read our latest articles on investment trusts and subscribe to our Investment Trust RSS feed.

Investment Trust articles

Alternative Investment Fund Managers Directive Disclosure

Read the full disclosure

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 invest in smaller companies that may be less liquid than in larger companies and price swings may therefore be greater than investment trusts that invest in larger companies.

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.

 

UK investment opportunities

Schroders has managed UK equities since the 1920s and our team has evolved over time to capitalise most effectively on our expertise and address the changing needs of our clients. Our process is founded on proprietary fundamental research and we have outstanding access to the companies we research as a result of Schroders’ scale and longstanding commitment to UK equities.

Schroder UK Mid Cap Fund

The Company’s investment objective is to invest in Mid Cap equities with the aim of providing a total return in excess of the FTSE 250 (ex-Investment Companies) Index.

 Watch the Fund Manager video

 Find out more

Schroder UK Growth Fund

The Company’s principal investment objective is to achieve capital growth predominantly from investment in UK equities, with the aim of providing a total return in excess of the FTSE All-Share Index.

 Find out more

Schroder Income Growth Fund plc

The Company’s principal investment objectives are to provide real growth of income, being growth of income in excess of the rate of inflation, and capital growth as a consequence of the rising income.

 Watch the Fund Manager video

 Find out more

 

Meet the team

Andy Brough

Philip Matthews

Sue Noffke

How to Invest

We recommend you seek financial advice from an Independent Adviser before making an investment decision. 

Learn more

Thought Leadership

Read our latest articles on investment trusts and subscribe to our Investment Trust RSS feed.

Investment Trust articles

Alternative Investment Fund Managers Directive Disclosure

Read the full disclosure

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.

 

Resl estate investment opportunities

The Schroder Real Estate team have a wealth of experience managing listed real estate funds in the UK and Continental Europe. Our real estate team consists of over 75 people operating from offices across Europe, Asia and North America, managing over £11.8 billion in real estate assets.

Schroder Real Estate Investment Trust

The fund aims to provide shareholders with an attractive level of income with the potential for income and capital growth from investing in UK commercial real estate.

 Watch the Fund Manager video

 Find out more

Schroder European Real Estate Investment Trust

Launched on 9 December 2015, the fund targets growth regions in Continental Europe and aims to provide a regular and attractive level of income together with the potential for long-term income and capital growth

 Watch the Fund Manager video

 Find out more

 

Meet the team

Tony Smedley

Duncan Owen

Nick Montgomery

How to Invest

We recommend you seek financial advice from an Independent Adviser before making an investment decision. 

Learn more

Thought Leadership

Read our latest articles on investment trusts and subscribe to our Investment Trust RSS feed.

Investment Trust articles

Alternative Investment Fund Managers Directive Disclosure

Read the full disclosure

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.

Trusts which invest in a smaller number of assets carry more risk than those spread across a larger number of assets.

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.

 

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Income is king

Income is king for investment trust investors according to a new report. The Association of Investment Companies (AIC) – the trade body to which many investment trusts belong - has published its rankings for last year’s top 20 most viewed member investment companies. It was the Global and UK Equity Income sectors which dominated the list.


5 ways investment trusts could help in uncertain times

The year 2017 is already shaping up to be a very interesting one for stockmarkets. Britain’s looming break-up with the European Union - the Brexit - will bring enormous change, and of course the ultimate wild card still hangs over the market: what kind of effect will President Donald Trump’s reign have on the US economy?


Investment trust winners of 2016

We examine the performance of major investment trust sectors, including UK equity income, Asia, Japan and UK property


How investment trusts could boost retirement savings

With life expectancy across the UK rising at a surprisingly fast rate, pension provision from company and state pensions being less generous, and poor returns from traditional savings such as cash and gilts, having enough cash to last for the whole of retirement is a sure-fire goal for most people.

How to Invest

We recommend you seek financial advice from an Independent Adviser before making an investment decision. 

Learn more

Thought Leadership

Read our latest articles on investment trusts and subscribe to our Investment Trust RSS feed.

Investment Trust articles

Alternative Investment Fund Managers Directive Disclosure

Read the full disclosure

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.