Schroder Asian Total Return Investment Company
| Company type | Public company |
|---|---|
| Industry | Investment |
| Founded | 1987 |
| Headquarters | , United Kingdom |
| Products | Investment fund |
| Website | www |
Schroder Asian Total Return Investment Company (LSE: ATR), is a large British investment trust focused on investments in equities in the Asia Pacific region.[1] The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.[2]
The Company's stated investment objective is to seek to provide a high rate of total return through investment in equities and equity related securities of companies trading in the Asia Pacific region (excluding Japan). The Company seeks to offer a degree of capital preservation through tactical use of derivative instruments.[3]
History
The company was established as the TR Pacific Investment Trust under the management of Touche Remnant in October 1987. It was brought under the management of Henderson Group after Henderson bought Touche Remnant in 1992.[4] The company became the Henderson TR Pacific Investment Trust in October 1997 and, with Andy Beal of Henderson serving as manager from 2005,[5] it was renamed the Henderson Asian Growth Trust in March 2012. After Schroders took over the mandate from Henderson in January 2013,[6] it become the Asian Total Return Investment Company in March 2013, before adopting its current name in September 2016.[7]
The company is managed by Robin Parbrook and King Fuei Lee of Schroders and the chair is Sarah MacAulay.[8]
Performance and ratings
In 2024, FE fundinfo awarded portfolio manager Robin Parbrook the Alpha Manager of the Year award in recognition of strong performance throughout his career [9]
The company won the Asia Pacific category as part of Investment Week's Investment Company of the Year Awards in November 2025.[10]
In February 2026 the company was recognised in the Association of Investment Companies list of 2026 ISA Millionaires[11], investment trusts that would have earned shareholders over one million pounds if they had invested their full ISA allowance and reinvested dividends from 1999 to 2025.
References
- ^ "Schroder Asian Total return Investment Company". Trust.net. Retrieved 29 September 2025.
- ^ "Deliveroo (UK): Constituent Deletion – Update Changes in FTSE UK Index Series". FTSE Russell. 29 September 2025. Retrieved 29 September 2025.
- ^ "Schroder Asian Total Return Inv. Company, ATR:LSE profile - FT.com". markets.ft.com. Retrieved 23 March 2026.
- ^ Durman, Paul (8 December 1992). "Henderson pays pounds 42.5m for Touche Remnant". The Independent. Retrieved 6 November 2017.
- ^ "Henderson Asian Growth under review". Portfolio Advisor. 2 January 2013. Retrieved 29 September 2025.
- ^ "Henderson loses Asian Growth trust to Schroders". FT Advisor. 2 January 2013. Retrieved 29 September 2025.
- ^ "Schroder Asian Total return Investment Company". Companies House. Retrieved 29 September 2025.
- ^ "JP Morgan multi-asset trust chair joins Baillie Gifford China Growth board as chair retires". Investment Week. 27 March 2024. Retrieved 29 September 2025.
- ^ "Schroders' Robin Parbrook awarded 2024's Alpha Manager of the Year". www.fefundinfo.com. 21 May 2024. Retrieved 23 March 2026.
- ^ "Investment Week reveals winners of Investment Company of the Year Awards 2025". //www.investmentweek.co.uk/. 20 November 2025. Retrieved 23 March 2026.
{{cite web}}: External link in|website= - ^ "Which investment trusts would have made you an ISA millionaire? | The AIC". www.theaic.co.uk. 25 February 2026. Retrieved 23 March 2026.