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Private Assets

Accessing specialist investment opportunities

Private Assets

Private Assets offers access to specialist investments such as infrastructure financing or private equity, which cannot be approached in a traditional way, like stockmarket investing. At Schroders, we have extensive experience in private assets, which started back in 1853 when we financed the expansion of the railway in Cuba.   

Schroders has extensive private asset experience 1853 Financed Cuba’s railway expansion 160+ years’ infrastructure experience 1870 Financed Japan’s1st railway Source: Prequin, MSCI and EY, 31 December 2018 Potential market size of infrastructure deals completed globally in 2016 $645 billion 45+ years’ real estate experience Examples of private assets Publicassets Privateassets Infrastructure financing Lending to smaller businesses $284 billion Industry assets under management $3.6trillion Private equity In professionally managedglobal real estate investments $8.9 trillion Real estate Private assets explained Oftencomplex and/or illiquid Specialist investmentopportunities Not everyone can access Traditional routes like stockmarket investing Generally more easilybought and sold Anyone can access Source: Schroders 2016 ForSale Investing directly in real estate since 1971  Schroders has extensiveprivate asset experience 1853 Financed Cuba’s railway expansion 160+ years’ infrastructure experience 1870 Financed Japan’s1st railway Source: Prequin, MSCI and EY, 31 December 2018 Examples of private assets Potential market size Lending to smaller businesses $284 billion Industry assets under management $3.6 trillion Private equity Private assets explained Privateassets Oftencomplex and/or illiquid Specialist investmentopportunities Not everyone can access Publicassets Traditional routes like stockmarket investing Generally more easilybought and sold Anyone can access Source: Schroders of infrastructure deals completed globally in 2016 $645 billion Infrastructure financing 2016 In professionally managedglobal real estate investments $8.9trillion Real estate ForSale 45+ years’ real estate experience Investing directly in real estate since 1971 

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Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of any overseas investments to rise or fall.

Alternatives can be more volatile than shares and bonds, and it may be harder to cash in the investment at short notice.

 

Important Information
Schroders has expressed its own views and opinions and these may change. This material is intended to be for information purposes only and is not intended as promotional material in any respect. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide and should not be relied on for accounting, legal or tax advice, or investment recommendations. Reliance should not be placed on the views and information in this webpage when taking individual investment and/or strategic decisions. All investments involve risks including the risk of possible loss of principal. Information herein is believed to be reliable but Schroders does not warrant its completeness or accuracy. Reliance should not be placed on the views and information in this webpage when taking individual investment and/or strategic decisions. Some information quoted was obtained from external sources we consider to be reliable. No responsibility can be accepted for errors of fact obtained from third parties, and this data may change with market conditions. This does not exclude any duty or liability that Schroders has to its customers under any regulatory system. Regions/sectors shown for illustrative purposes only and should not be viewed as a recommendation to buy/sell. The opinions in this webpage include some forecasted views. We believe we are basing our expectations and beliefs on reasonable assumptions within the bounds of what we currently know. However, there is no guarantee than any forecasts or opinions will be realised. These views and opinions may change.