January 2020
Features
Vive la difference
Schroder European Property REIT has clear appeal for investors seeking diversification away from the UK, with a yield of 5.5% and a portfolio positioned for growth...
31 Jan
31 Jan
Features
Primed for success
With £90m in cash, undrawn loan facilities and a well-constructed portfolio of resilient income-producing properties, Schroder Real Estate Investment Trust is in a strong position for 2020…
09 Jan
09 Jan
November 2019
Strategy
Making the grade: Kepler's rated trusts report strong performance in 2019
Earlier this year, we launched our new ratings for income and growth. Since then, the 40 trusts to have been awarded the elite Kepler Trust Intelligence ratings have performed strongly…
20 Nov
20 Nov
Head to head
Is there a generational opportunity in Japan?
Two of our analysts go head-to-head, arguing the case for Japan...
28 Nov
28 Nov
Fund Research
Schroder UK Mid Cap Fund
UK mid-cap specialist with an extensive track record, trading on a wide discount...
28 Nov
28 Nov
August 2019
Strategy
All change: a closer look at the AIC's revised sectors
We examine the AIC's revised sector classifications and discuss whether further improvements could be made...
21 Aug
21 Aug
Strategy
Dangerous ground: the perils of market timing
Our research shows that attempting to time the market is, more often than not, a mug's game...
14 Aug
14 Aug
July 2019
Strategy
Ready for action
In the second part of our active management series, we assess the most active managers across the major closed-ended equity sectors…
17 Jul
17 Jul
Fund Research
Schroder Asian Total Return
Schroder Asian Total Return seeks to limit the volatility of Asian stock markets while capturing the best stocks...
03 Jul
03 Jul
June 2019
Strategy
Measure for measure
In the first of a two-part series, we examine the tools investors can use to assess how active a manager actually is…
26 Jun
26 Jun
Strategy
Report card
Six months after the launch of our new ratings system, we check whether our rated trusts are on track to remain 'best in class'...
19 Jun
19 Jun
People
Knowledge is power
Schroder Income Growth's Sue Noffke discusses how she tactically employs gearing in her trust, the benefits of a fixed capital base and how she balances the demands of a board...
03 Jun
03 Jun
April 2019
Strategy
Nice guys finish first
We review the rise of ESG, its impact on investment trusts, and the various ways ESG has evolved in the trust world...
03 Apr
03 Apr
Fund Research
Schroder Japan Growth
Schroder Japan Growth, despite its name, is the most value-exposed trust in the AIC Japan peer group...
30 Apr
30 Apr
November 2018
Strategy
The Great British Buffett
New research claims to have identified the secret of Warren Buffett's success; we apply similar principles to find fund managers in the UK with similar characteristics...
07 Nov
07 Nov
Features
Everything you wanted to know about Brexit but were too afraid to ask...
Schroders' Sue Noffke answers 23 key questions and highlights some investment opportunities as negotiations move to a crucial stage...
07 Nov
07 Nov
Fund Research
Schroder AsiaPacific
Schroder AsiaPacific aims to generate long-term capital growth from a portfolio of emerging Asian equities...
06 Nov
06 Nov
October 2018
Strategy
Information overload
Our analysis shows the long term case for emerging markets remains largely unaffected by much of the negative newsflow surrounding the sector...
10 Oct
10 Oct
Strategy
We can be heroes
Our analysis has uncovered the trusts which have generated a solid income through thick and thin - without compromising other aspects of performance...
03 Oct
03 Oct
April 2018
Strategy
What now for Asia?
We examine battered Asian equities amid talk of a trade war between the US and China...
19 Apr
19 Apr
Strategy
The search for discounted yield
We scour the investment trust universe for trusts offering chunky yields on a discount...
05 Apr
05 Apr
Fund Research
Schroder Oriental Income
A diversified portfolio of Asian equities focused on yield generative companies with a quality bias...
19 Apr
19 Apr
Fund Research
Schroder AsiaPacific
A quality oriented Asian equities fund which has performed well throughout the cycle under a highly experienced manager.
19 Apr
19 Apr