Overview
Schroder British Opportunities Trust aims 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 UK
companies. The company aims to provide a NAV total return of 10 per cent. per annum (once the company is fully deployed across the target allocation between public and private equity investments) over the life of the company. The company will pay out its income as required by applicable law but does not have any distribution targets. The company intends to pay distributions on an annual basis.
The idea is that there is a once in a generation opportunity to invest equity capital into high quality, high growth UK companies with sustainable business models at attractive valuations.
The company anticipates an increased need by UK companies for fresh equity and believes that a proactive public and private equity investment strategy can provide access to positive returns through participation in capital raising opportunities.
The company will focus on investing in (i) high growth UK companies looking to maximise their potential as well as in (ii) mispriced growth opportunities where equity is required to return businesses to their previous growth trajectory.
You can access the company’s website here
Fundamentals
Price
News
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15 Jan 2021 2 min read
QuotedData’s weekly news show 15 January 2021
QuotedData’s weekly news show 15 January 2021 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on Youtube. In this week’s show, James Carthew covered the week’s top stories: Schroder British Opportunities update Schroders UK Public Private update Executive order 13959 Gabelli Value Plus liquidation vote Watch […]
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14 Jan 2021 2 min read
Schroder British Opportunities backs Rapyd
Schroder British Opportunities backs Rapyd – Schroder British Opportunities Trust has made an investment into Rapyd, a leading global ‘Fintech-as-a-Service’ company with significant UK operations. SBO’s investment forms part of Rapyd’s $300m Series D financing round, which was led by Coatue and which marks the company’s third private equity investment. SBO invested via its co-investment partner […]
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29 Dec 2020 1 min read
QuotedData’s morning briefing 29 December 2020
In QuotedData’s morning briefing 29 December 2020 – Supermarket Income REIT (SUPR) has bought a Waitrose supermarket in Market Harborough, Leicestershire from Alpha Real Estate for £9.1m. The investment represents a net initial yield of 4.3%, with an unexpired lease term of 19 years. Schroder British Opportunities (SBO) announced an investment into Graphcore, described as a leading machine […]
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21 Dec 2020 2 min read
QuotedData’s morning briefing 21 December 2020
In QuotedData’s morning briefing 21 December 2020 – Schroder British Opportunities (SBO) announced its investment into Learning Curve Group (LCG), described as a leading private UK training and education specialist. SBO invested alongside Agilitas, a pan-European mid-market private equity firm. LCG represents SBO’s first private equity investment. LCG provides opportunities for over 120,000 learners and 4,500 employers […]
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27 Nov 2020 2 min read
QuotedData’s weekly news show 27 November 2020
QuotedData’s weekly news show 27 November 2020 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on youtube. In this week’s show, James Carthew covered the week’s top stories: Schroder British Opportunities IPO Nippon Active Value’s plan to bid for a company CC Japan’s plan to issue […]
In The Press
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01 Feb 2021 2 min read
Ship shape and ready to float?
Ship shape and ready to float? IPO market picks up but headwinds remain for small launches Larger vehicles in better stead David Brenchley, Investment Week, 26 January 2021 The 21 months to end-September had been quiet for new issuance from investment companies, with 2019 the lowest annual total (£1.4bn) raised through IPOs since 2016, and […]
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18 Jan 2021 2 min read
Investment trust insider on Schroder’s UK cheerleaders
Investment trust insider on Schroder’s UK cheerleaders – James Carthew: Schroders steers old Woodford trust towards British opportunity Schroder UK Public Private Trust (SUPP) may have turned a corner last week after a bid for one of the companies in its portfolio looks set to free up substantial cash for the beleaguered former Woodford Patient Capital […]