Former Woodford trust Schroder UK Public Private eyes global change

Proposed changes to investment policy

Kathleen Gallagher
clock • 2 min read

The board of the £366.9m Schroder UK Public Private trust has proposed changes to its investment policy to allow it to consider global investment, according to the annual report for the trust.

The former Woodford Patient Capital trust has been focused on venture and growth stage UK companies. However, the board now believes shareholders would be better served by benefitting from global investment opportunities, but still in the venture and growth space. "The portfolio manager has unparalleled access to a global universe of top-quality opportunities and we want to be able to leverage this to give our investors exposure to the best venture and growth companies in the world," the Chair said. He went on to say the company will target around 75% in private equity with 25% in pub...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Investors 'do not understand' implications of private markets investing

Investors 'do not understand' implications of private markets investing

House of Lords Financial Services Regulation Committee looked at the issues

Linus Uhlig
clock 09 July 2025 • 1 min read
NextWealth MD Hopkins on staying ahead of advice sector changes, data challenges and flattening MPS fees

NextWealth MD Hopkins on staying ahead of advice sector changes, data challenges and flattening MPS fees

Making technology work better

Katrina Lloyd
clock 03 July 2025 • 9 min read
Winds of change: Private markets access for retail investors

Winds of change: Private markets access for retail investors

Investing in LTAFs, accessibility aside, needs careful consideration

Dorian Hughes
clock 02 July 2025 • 5 min read