With poverty and inequality in the UK remaining among the highest in the developed world, impact investing offers a way to address these challenges while delivering financial returns.
George and Hermina break down the world of investment trusts, explaining how they work and uncovering the unique opportunities in the social impact sector. They also discuss risk management, investor safeguards, and what sets the Schroder BSC Social Impact Trust apart from others in the ESG space.
This conversation features real-world case studies of how the trust has created a measurable social impact, the transparency provided through impact reporting, and what the FCA sustainability label means for investors. We also look at the additional oversight required to ensure authenticity in ESG investing.
This is a must-listen episode if you’re interested in sustainable investing, ESG principles, or understanding how investment trusts work.
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Please note: This podcast does not provide financial advice. If you have any questions, we recommend speaking to a financial adviser. Past performance does not guide future returns, and investments can fall and rise. Any mention of a company is not a recommendation.
Investment Trust Discounts:
Winterfloods research: The current investment trust sector discount is 14.5%, compared to an investment trust sector 30-year average discount of 8.8%. This highlights the potential for a reversion to mean over time or potentially greater upside should the sector revert to trading close to NAV, as has been much of the case in recent years (this was data as of December, and discounts have widened a bit further since).
AIC statement: ‘Investment trusts have now traded at double-digit discounts for the longest sustained period on record’.