Overview Performance Portfolio Dividends Charges Gearing Research Announcements Management Documents Invest Engage

Data as at: 10/09/2026

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Objective
To deliver long-term total returns throughout the life of the Company by investing in a diversified portfolio of private equity investments in predominantly UK Companies.
AIC sector
Growth Capital
Management group
Schroder Investment Management
Company website
Schroder British Opportunities website
Launch date
01/12/2020
Financial year end
March
Domicile
United Kingdom
Fund manager
Tim Creed, Peraveenan Sriharan
Dividend frequency
Annually
Wind-up provisions
The Company has been established with a limited life. Following shareholder approval at the General Meeting held on 9 September 2025, the Company’s Articles were amended to bring forward the continuation vote previously scheduled for 2028. Shareholders will vote on the continuation of the Company in the first quarter of 2027, with the same weighted voting provisions as previously applicable to the 2028 winding-up resolution. If the Company does not continue, the disposal of its private equity investments and the final distribution of proceeds to shareholders may take several years.
Continuation vote
5 yearly
(Next vote: 2027)
Market cap (m) Total assets (m) Price (last close) NAV Discount / premium (%) Gearing (%) Dividend yield (%) Dividend dates Ongoing charge (%)
48.59 79.17 65.75 107.13 -38.63 0 0.00 Dec 1.29 (31/03/2026)
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Dividends

Dividends declared in last 12 months

There have been no dividends in the last 12 months.

Performance (%)

Return type 1 year 3 years 5 years 10 years
Schroder British Opportunities Share price total return -13.2 -9.9 -38.2 N/A
Growth Capital AIC sector Share price total return 50.6 132.7 -40.1 N/A
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Share structure

Number of shares
73,900,000
Number of treasury shares
1,100,000

Traded volumes (number of shares)

  Yesterday 1 month 1 year 5 years
Total 234 957,697 29,357,397 89,712,429
Average N/A 43,532 116,037 71,144
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Traded values (m)

  Yesterday 1 month 1 year 5 years
Total 0.00 0.63 20.45 66.69
Average N/A 0.03 0.08 0.05
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Trading details

ISIN Ticker Traded currency Stock exchange
GB00BN7JZR28 SBO GBX London Stock Exchange - MAIN
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Top holdings

Data as at : 30/09/2024

Investment % of total assets
Schroder Special Situations Sterling Liquidity Plus 10.5
Cera Ehp S À R L 9.4
Pirum Systems 8.7
Easy Park1 7.4
CFC Underwriting 7.2
Culligan (Formerly Waterlogic) 7.2
Head First1 5.2
Rapyd Financial Network 4.7
Watches of Switzerland Group PLC 2.5
Volution Group PLC 2.4

Morningstar logo Data provided by Morningstar.

FE fundinfo logo Company documents provided by FE fundinfo.