Investment Trusts
Investment trusts
Navigating attractive opportunities in some of the world's most dynamic markets through Investment Trusts requires in-depth local knowledge, strong global experience and an unwavering approach.
Here you can discover the features of Investment Trusts and learn about the team’s expertise across the range and its territories, so you can start plotting your own investment journey.
Our trust range
Our range provides investors with access to a range of nine distinctive investment opportunities including: UK and Japanese equities, Pan-Asian equities and commercial property.
Asian investment opportunities
UK investment opportunities
Real estate investment opportunities
Meet the team
The funds are managed by Andy Brough, Matthew Dobbs, King Fuei Lee, Philip Matthews, Nick Montgomery, Sue Noffke, Robin Parbrook, Andrew Rose and Tom Walker.
With an average of 23 years* of industry experience, they are among our most experienced fund managers.
Andy Brough
Fund Manager
Overview
Andy is Head of our Pan European Small and Mid Cap Team. His investment career commenced in 1987 when he joined Schroders.
Qualifications
Degree in Economics.
Matthew Dobbs
Fund Manager
Overview
Matthew is Head of Global and International Small Cap Equities and manages Paciic Equity Portfolios and is also responsible for Global and International Small Cap Portfolios. His has over 33 years of investment experience at Schroders.
Qualifications
BA in History and Economics, Oxford University.
Lee King Feui
Co-Fund Manager
Overview
Lee is Head of Asian Equities is responsible for managing Asia Pacific ex Japan mandates. He is based in our Singapore office and his investment career started in 1999 when he joined Schroders.
Qualifications
M.Phil in Economics, Cambridge University. BSc in Economics (First Class Honours), London School of Economics, CFA Charterholder.
Philip Matthews
Fund Manager
Overview
Philip is a UK Equity Fund Manager who joined Schroder in 2013 to manage UK equity portfolios.
Qualifications
Degree in Modern and Medieval Languages from Cambridge University and a CFA Charterholder.
Nick Montgomery
Fund Manager
Overview
Nick joined Schroder Real Estate Investment Management in January 2012, having started his property investment career in 1999.
Qualifications
BSc (Hons) in Estate Surveying from Nottingham Trent University and is a member of the Royal Institution of Chartered Surveyors.
Sue Noffke
Fund Manager
Overview
Sue is a UK Equity Fund manager and has over 25 years of investment experience at Schroders. She is also an Associate Member of the Institute of Investment Management Research.
Qualifications
Degree in Business Administration and Biochemistry, Aston University.
Duncan Owen
Fund Manager
Overview
Duncan joined Schroders in 2012 and is Head of Real Estate.
Qualifications
Degree from Sheffield City University, qualified chartered surveyor, and a member of the British Property Federation’s Policy Committee.
Robin Parbrook
Co-Fund Manager
Overview
Robin is Head of Asia ex Japan Equities and also a Regional and Alternatives Fund Manager. He is based in our Hong Kong office and has over 24 years of investment experience.
Qualifications
MA in Economics, Edinburgh University.
Andrew Rose
Fund Manager
Overview
Andrew is a Japanese Equity Fund Manager based in London and has also spent time in our Tokyo office. His investment career started when he joined Schroders in 1981.
Qualifications
Degree in Japanese & Politics, University of Sheffield. Postgraduate degree in International Economics, Kobe University, Japan.
Tom Walker
Co-Fund Manager
Overview
Tom joined Schroders in 2014 as Co-Head of Global Real Estate Securities. He has over 15 years of real estate experience.
Qualifications
BA in Politics from University of Newcastle Upon Tyne and a Graduate Diploma in Real Estate from London South Bank University, MRICS.
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Investment trusts vs Unit trusts
Whether you’re new to investment trusts or an experienced investor, consider your options and explore the key differences between investment trusts and unit trusts with our informative guide.
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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.
Investment insight
Understanding Risks:
Investment trusts could deliver superior returns, but as with all investments there are risks. Here are some factors to think about when deciding whether the risks suit your investment strategy.
Income strategy
Investment trusts could be attractive to investors seeking a steady income from their investments thanks to some unique characteristics.
Getting to grips with discounts and premiums
Before investing in, or selling out of, an investment trust, look at how its underlying value compares with its trading price.
Diversification
Investment trusts offer the advantage of a professional fund manager’s expertise and resources to achieve diversified access to global markets.
*Fund manager industry experience: Andy Brough: 27 years, Matthew Dobbs: 33 years, King Fuei Lee: 15 years, Hugo Machin: 15 years, Philip Matthews: 16 years Nick Montgomery: 17 years, Sue Noffke: 25 years, Robin Parbrook: 24 years, Andrew Rose: 33 years, Tom Walker: 15 years.