Profile data is unavailable for this security.
About the company
Schroder British Opportunities Trust plc is a United Kingdom-based investment trust company. The Company's investment objective is to deliver long-term total returns throughout the life of the Company by investing in a diversified public equity and private equity portfolio of predominantly the United Kingdom companies. It invests in a diversified mix of public and private companies, either the United Kingdom based or generating a significant proportion of their revenues from the United Kingdom. The Company's portfolio includes Mintec, Rapyd, Cera, Pirum, Easypark, Culligan, CFC underwriting, Learning Curve Group, Graphcore, Volution among others. It invests in various sectors, such as building products, diversified consumer services, electrical equipment, financial services, and others. Its alternative investment fund manager is Schroder Unit Trusts Limited. The Company's portfolio managers are Schroder Investment Management Limited and Schroders Capital Management (Switzerland) AG.
- Revenue in GBP (TTM)2.97m
- Net income in GBP1.85m
- Incorporated2020
- Employees0.00
- LocationSchroder British Opportunities Ltd1 London Wall PlaceLONDON EC2Y 5AUUnited KingdomGBR
- Websitehttps://www.schroders.com/en/uk/private-investor/fund-centre/funds-in-focus/investment-trusts/schroders-investment-trusts/schroder-british-opportunities-trust/
Profile
| Management group(s) | Schroder Unit Trusts Limited |
|---|---|
| AIC sector | Growth Capital |
| ISIN | GB00BN7JZR28 |
| Launch date | 01 Dec 2020 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
To invest in a diversified portfolio of both public equity investments and private equity investments consisting predominantly of UK Companies with strong longterm growth prospects. The Company’s portfolio will typically consist of 30 to 50 holdings and will target companies with an equity value between approximately £50 million and £2 billion at the time of initial investment.
Managed by
| Tim Creed, Peraveenan Sriharan |
|---|
Management & contract fees
The management fee is at 0.6% p.a. of the quarterly cum income NAV, and the performance fee will be equal to 15% of the amount by which the Private Equity Portfolio Total Return at the end of a Calculation Period exceeds the Performance Hurdle of 10% p.a.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Blackrock Incm and Grwth Invsnt Trst PLC | 6.72m | 5.85m |
| Gabelli Merchant Partners PLC | 1.07m | 3.19m |
| Eight Capital Partners PLC | 115.00k | 20.55m |
| Octopus Future Generations Vct PLC | 1.39m | 852.00k |
| Onward Opportunities Ltd | 4.37m | 3.00m |
| Calculus VCT PLC | 3.03m | 1.81m |
| RM Infrastructure Income PLC | -293.00k | -3.15m |
| Digital 9 Infrastructure PLC | -111.60m | -120.00m |
| Schroder BSC Social Impact Trust PLC | 1.95m | 922.00k |
| Riverstone Energy Ltd | -37.90m | -44.64m |
| Life Settlement Assets PLC | 5.05m | -639.80k |
| Schroder British Opportunities Trust PLC | 2.97m | 1.85m |
| River Global PLC | 13.35m | -1.27m |
| Logistics Development Group PLC | 0.00 | 32.57m |
| Frenkel Topping Group Plc | 40.46m | 4.05m |
| Maven Income and Growth VCT 3 PLC | 2.14m | 127.00k |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| Schroder Investment Management Ltd.as of 30 Nov 2025 | 15.00m | 20.30% |
| Staude Capital Pty Ltd.as of 20 Oct 2025 | 5.32m | 7.20% |
| 1607 Capital Partners LLCas of 24 Oct 2024 | 3.71m | 5.02% |
| Asset Value Investors Ltd.as of 20 Dec 2024 | 2.22m | 3.00% |
| Wesleyan Unit Trust Managers Ltd.as of 30 Jun 2025 | 250.00k | 0.34% |
| Atlanticomnium SAas of 30 Sep 2025 | 69.50k | 0.09% |
