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About the company
Schroder British Opportunities Trust PLC is a United Kingdom-based investment trust. The Company’s investment objective is to achieve long-term capital growth through investing in a diversified portfolio of public and private equity companies. The Company’s investment portfolio includes Rapyd, Waterlogic, Cera, Pirum, Mintec, EasyPark, Graphcore, Learning Curve Group, CFC underwriting, and GB Group. The Company invests in a diversified portfolio of both public equity investments and private equity investments consisting predominantly of United Kingdom companies. The Company invests in various industrial sectors, which include technology, Technology, Consumer Discretionary, Health Care, Consumer Staples, Financials, Industrials, and Energy. The Company’s investment manager is Schroder Unit Trusts Limited.
- Revenue in GBP (TTM)--
- Net income in GBP--
- 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 Investment Management 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, Rory Bateman |
|---|
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) |
|---|---|---|
| Calculus VCT PLC | 846.00k | -80.00k |
| Gabelli Merger Plus+ Trust PLC | 1.19m | 3.65m |
| Schroder British Opportunities Trust PLC | -100.00bn | -100.00bn |
| Baker Steel Resources Trust Ltd | -872.70k | -2.32m |
| Marwyn Value Investors Ltd | 4.87m | 4.86m |
| Mobeus Income & Growth 2 VCT PLC | 3.68m | 1.67m |
| River & Mercantile UK Micro Cp Iv Co Ltd | 3.29m | 2.21m |
| Ecofin US Renewables Infrstctr Trust PLC | -3.43m | -5.36m |
| Crystal Amber Fund Limited | 5.28m | 1.55m |
| Maven Income and Growth VCT 3 PLC | -828.00k | -2.82m |
| Albion Venture Capital Trust PLC | -2.17m | -3.89m |
| Logistics Development Group PLC | 0.00 | -10.12m |
| Hydrogenone Capital Growth PLC | 9.36m | 7.32m |
| Maven Income and Growth VCT PLC | 2.00m | 231.00k |
| Aquila Energy Efficiency Trust PLC | 0.00 | 304.00k |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| East Riding of Yorkshire Council (Investment Management)as of 31 Mar 2023 | 15.00m | 20.30% |
| Schroder Investment Management Ltd.as of 31 Jan 2024 | 15.00m | 20.30% |
| Premier Fund Managers Ltd.as of 30 Nov 2023 | 490.00k | 0.66% |
| Wesleyan Unit Trust Managers Ltd.as of 31 Dec 2023 | 250.00k | 0.34% |
| Atlanticomnium SAas of 31 Oct 2023 | 69.50k | 0.09% |
