How to invest

Regular savings

It is easy to make regular investments into investment trust shares with a UK online stockbroker. Invest from as little as £50 per month in a fast and cost efficient way, allowing you to build up a holding in Schroders Investment Trust stock.

Invest through a SIPP

A pension is one of the most tax efficient ways of saving for retirement. It is easy to make regular or one-off investments into investment trust shares within a Self Invested Personal Pension (SIPP) with a UK online stockbroker.

Invest through an ISA

An Individual Savings Account (ISA) is a tax efficient wrapper to shelter your savings and investments from tax. It is easy to make regular or one-off investments into Schroders investment trust shares in an ISA with a UK online stockbroker.

Investment Trust Shares

Shares in Schroders investment trusts are listed on the London Stock Exchange. Ordinary shares in each company can be bought and sold through a stockbroker, accountant, independent financial adviser or a share dealing service provided by many banks or buildings societies. Alternatively, we have made it simple for investors to buy shares quickly and easily online through a range of UK online stockbrokers.

Sometimes shares will not be available to immediately purchase in the size of block and at the price you wish to pay.  In this case you can place a 'limit order' with your broker or platform so that the shares will be purchased when shares are available at the price you set.

We recommend you seek financial advice from an independant advisor before making an investment decision. If you don't already have one, you can find one at www.unbiased.co.uk.

Third party platforms

The following are third-party providers that you can use to invest in our range of investment trusts:

AJ Bell >

Barclays >

Bestinvest >

Charles Stanley Direct >

Fidelity >

Halifax >

Hargreaves Lansdown >

Interactive Investor >

Please note this is not a complete list of all the platforms where our trusts are available and these are third-party sites which are not endorsed or recommended by Schroders. The companies shown above are for illustrative purposes only and their inclusion should not be interpreted as a recommend to buy or sell or adopt any investment strategy.