Schroder BSC Social Impact Trust plc

Overview

Schroder BSC Social Impact Trust plc is a UK-based investment trust focusing on delivering social impact alongside financial returns. The trust aims to address significant social challenges in the United Kingdom by investing in a diversified portfolio of private market impact funds and direct investments. Its objective is to provide measurable positive social outcomes while achieving long-term capital growth and income. The trust's investment strategy includes allocations to high-impact housing, debt for social enterprises, and social outcomes contracts. It targets sustainable returns with low correlation to traditional public markets, aiming to tackle social issues such as homelessness, mental health, and fuel poverty. The portfolio is managed by Better Society Capital Limited, a leading social impact investor in the UK. Since its inception, the trust has reached over 422,000 people, with 98% of those being underserved or disadvantaged populations. It has generated more than £230 million in savings and income for the government and has invested in various sectors, including housing, social services, energy, healthcare, education, employment, community development, environmental services, financial services, technology, transportation, retail, agriculture, manufacturing, and telecommunications. The trust's investments have also led to the creation of nearly 200 affordable homes and the expansion of social housing tenancy schemes. The trust's performance is measured by its net asset value (NAV) total return, which has shown modest growth since inception. As of March 31, 2025, the NAV was £83.4 million, an increase of 0.51% relative to the NAV per share as at December 31, 2024. The trust has also declared dividends, with a yield of 4.20% as of the latest available data. The trust's investments are designed to deliver both financial returns and measurable, meaningful social change across the UK. The trust is listed on the London Stock Exchange under the ticker symbol SBSI and is managed by Schroders plc, a global investment management firm with £758.5 billion assets under management as of March 31, 2025. The trust's portfolio is diversified across various asset classes, including ESG and impact investing, private equity, and real estate, and focuses on growth, late-stage, and buyout investments in the United Kingdom. The trust's investment philosophy emphasizes transparency, impact measurement, and management, and it shares the impact performance of the frontline organizations it funds through various channels. For more information about the trust and its investments, please visit the official website or contact the trust directly through the provided contact form.

Portfolio Companies