Investment Trusts

Schroders Capital Global Innovation Trust plc

INOV:LSE

Schroders Capital Global Innovation Trust plc

  • Price (GBX)14.60
  • Today's Change-0.20 / -1.35%
  • Shares traded1.01m
  • 1 Year change46.00%
  • Beta0.3438
Data delayed at least 20 minutes, as of Feb 06 2026 16:35 GMT.
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Profile data is unavailable for this security.

About the company

Schroders Capital Global Innovation Trust plc is a United Kingdom-based investment trust. The investment objective of the Company is to achieve long-term capital growth through investing in a diversified global portfolio of private and public equity companies. The Company is also engaged in achieving long-term capital growth by investing in a diversified portfolio of 30-40 companies on an upward trajectory, wherever they may be in the world. The Company invests in various sectors, including healthcare, financials, industrials, technology, consumer, and business services. The Company’s alternative investment fund manager is Schroder Unit Trusts Limited. The Company’s investment manager is Schroder Investment Management Limited.

  • Revenue in GBP (TTM)3.61m
  • Net income in GBP1.42m
  • Incorporated2015
  • Employees0.00
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Profile

Management group(s)Schroder Unit Trusts Limited
AIC sectorGrowth Capital
ISINGB00BVG1CF25
Launch date21 Apr 2015
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

Objective

The Company’s investment objective is to undertake a managed wind-down of the Company and realise all existing assets in the Company’s portfolio in an orderly manner.

Managed by

Tim Creed, Harry Raikes

Management & contract fees

Under the terms of the AIFM Agreement dated 29 September 2022, a quarterly management fee is payable to the Manager. The fee is calculated and accrued daily based on the Company’s market capitalisation. The fee is payable at a rate of the aggregate of 1.0% per annum of the market capitalisation up to £600 million, and 0.8% per annum of market capitalisation over £600 million.

Peer analysis

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
Livermore Investments Group Ltd294.27k-3.17m87.64m4.0087.64m4.00
Foresight Ventures VCT PLC-3.80m-7.02m88.96m0.0088.96m0.00
New Star Investment Trust plc3.99m2.87m89.84m0.0089.84m0.00
InvestAcc Group Ltd8.56m-1.62m90.19m1.0090.19m1.00
Aquila European Renewables PLC-30.13m-33.98m91.13m--91.13m--
Amicorp FS (UK) PLC13.14m1.71m91.44m218.0091.44m218.00
Schroders Capital Global Innvtn Trst PLC3.61m1.42m94.03m0.0094.03m0.00
Mobius Investment Trust PLC-681.00k-4.19m95.25m0.0095.25m0.00
Triple Point Venture VCT PLC2.66m187.00k96.27m0.0096.27m0.00
EJF Investments Ltd5.73m1.53m96.65m0.0096.65m0.00
Barings Emerging Emea Opportunities PLC24.60m23.01m97.65m0.0097.65m0.00
Golden Prospect Precious Metals Ltd.24.79m23.57m97.81m0.0097.81m0.00
Baker Steel Resources Trust Ltd26.74m24.89m101.00m0.00101.00m0.00
JPMorgan Emng Erp Mdl Est&Afrc Scrts PLC6.39m5.39m101.09m0.00101.09m0.00
Global Opportunities Trust PLC6.95m5.76m101.11m0.00101.11m0.00
Rights and Issues Investment Trust PLC571.00k-695.00k101.35m0.00101.35m0.00
Data as of Feb 06 2026. Currency figures normalised to Schroders Capital Global Innovation Trust plc's reporting currency: UK Pound GBX

Institutional shareholders

46.81%Per cent of shares held by top holders
HolderShares% Held
City of London Investment Management Co. Ltd.as of 10 Oct 202563.09m9.93%
Link Fund Solutions Ltd.as of 14 May 202043.28m6.81%
Hargreaves Lansdown Fund Managers Ltd.as of 01 Dec 202542.62m6.71%
BlackRock Investment Management (UK) Ltd.as of 03 Mar 202342.53m6.69%
Momentum Global Investment Management Ltd.as of 26 Nov 202531.46m4.95%
First Equity Ltd.as of 23 Sep 202525.12m3.95%
FIL Investment Advisors (UK) Ltd.as of 01 Dec 202518.52m2.92%
Citibank (Switzerland) AGas of 01 Dec 202514.18m2.23%
KW Investment Management Ltd.as of 01 Dec 202511.41m1.80%
Ninety One UK Ltd.as of 01 Dec 20255.23m0.82%
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Data from 31 Mar 2025 - 02 Jan 2026Source: FactSet Research Systems Inc.
Data Provided by LSEG
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