Investment trust
SBO Schroder British Opportunities Trust Plc
ISIN GB00BN7JZR28London Stock Exchange: SBO
- Investment trusts
- Investment trust
- ISA
- SIPP
Latest close
LSE£0.635
on
As of , at least 15 min delayed
At a glance
As of 13/11/2026, SBO (Schroder British Opportunities Trust Plc, ISIN GB00BN7JZR28) closed at £0.635 on the London Stock Exchange. Over the five years to 13/11/2026 its price changed by −41.7% (income paid out is not included), or −54.5% after UK CPIH inflation.
Past returns
- 1 year to 13/11/2026
- −15.3%
- −18.3% after inflation (UK CPIH)
- 3 years to 13/11/2026
- −13.0%
- −21.4% after inflation (UK CPIH)
- 5 years to 13/11/2026
- −41.7%
- −54.5% after inflation (UK CPIH)
£1,000 put in five years ago would have been worth about £583 on 13/11/2026 — about £455 in today’s spending power, once price rises are taken out. Past performance is not a guide to future returns.
Returns: worked out from recorded daily closes. Inflation: UK CPIH, latest month published.
How we work it out:ReturnsReturns after inflationTotal returnReal returnCPIH
Calendar-year and 12-month returns
Calendar-year returns of Schroder British Opportunities Trust Plc in pounds (price only, income paid out not included): 2022 −36.1%, 2023 +9.5%, 2024 −4.7%, 2025 +3.5%; 2026 to 13/11/2026 −14.2%. Returns of Schroder British Opportunities Trust Plc in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: −11.3%; to 30/09/2025: −3.2%; to 30/09/2024: +5.8%; to 30/09/2023: +1.7%; to 30/09/2022: −34.5%.
| Year | Return | After inflation | Return shown as a bar |
|---|---|---|---|
| to | −14.2% | −16.9% | |
| to | +3.5% | −0.1% | |
| to | −4.7% | −7.9% | |
| +9.5% | +5.1% | ||
| −36.1% | −41.5% |
| 12 months to | Return | After inflation |
|---|---|---|
| from | −11.3% | −14.5% |
| from | −3.2% | −7.0% |
| from | +5.8% | +3.1% |
| from | +1.7% | −4.4% |
| from | −34.5% | −39.8% |
As of , inflation: UK CPIH
How we work it out:Calendar-year returnsWhat a calendar-year return isAccumulating and distributing
Risk: volatility and largest fall
Volatility (annualised)
11.0%over 5 years
| 1 year | 8.6% |
|---|---|
| 3 years | 11.0% |
| 5 years | 11.0% |
Annualised from weekly returns. Higher means bumpier.
- Largest fall since November 2021
- −43.9%
- From to
- Lowest 12-month return
- −37.2%
- 12 months to
- Highest 12-month return
- +17.2%
- 12 months to
- Below its highest weekly close since November 2021
- 41.6%
- High of , latest
In words: Volatility of Schroder British Opportunities Trust Plc in pounds, annualised from weekly returns to 13/11/2026: 8.6% over 1 year, 11.0% over 3 years, 11.0% over 5 years. Largest fall in the price of Schroder British Opportunities Trust Plc since November 2021, in pounds: −43.9% from 03/12/2021 to 02/05/2025. The lowest 12-month return of Schroder British Opportunities Trust Plc in pounds (price only, income paid out not included) since January 2021 was −37.2% (12 months to 21/10/2022); the highest was +17.2% (12 months to 26/01/2024). On 13/11/2026 the price of Schroder British Opportunities Trust Plc was 41.6% below its highest weekly close since November 2021 (03/12/2021), in pounds.
As of , price only — income paid out is not included
How we work it out:Risk figuresFallsVolatilityLargest fall
In plain English
Schroder British Opportunities Trust Plc is an investment trust.
You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.
Investment trusts: Companies on the stock exchange that invest in other assets. Their share price can be above or below the value of what they own.
Key facts
- Ticker
- SBO
- ISIN
- GB00BN7JZR28
- Structure
- Investment trust
- A company listed on the stock exchange that invests in other assets; its price can differ from the value of what it holds.
- Domicile
- United Kingdom
- Can usually be held in
- ISA and SIPP
- Check with your platform: each decides which funds it offers.
- Currency hedged
- No
- Price currency
- Pounds (GBP)
- Category
- Investment trusts
Price chart
Over the last year, the closing price went from £0.75 on 14/11/2025 to £0.635 on 13/11/2026 (−15.3%). The lowest close shown was £0.6225 on 30/10/2026 and the highest £0.75 on 14/11/2025.
One close a week. Before 31/07/2026 the closes are from the weekly price history for this listing; from then on, the closing prices we have recorded. Price only — income paid out is not included.
As of , at least 15 min delayed
Five years of prices, and after inflation
257 weekly closes, from 12/11/2021 to 13/11/2026. The same history in November 2026 pounds, adjusted with CPIH inflation.
Create a free account to see the 5-year price chart and the after-inflation chart
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How we work it out:Prices and returnsNAV and price
Risk and return in depth
Sharpe, Sortino and Calmar ratios
Sharpe, Sortino and Calmar ratios over 1, 3 and 5 years, from weekly returns in pounds.
With a free accountRolling returns
The full range of 249 rolling 12-month returns since January 2021, and of 145 rolling three-year returns, in pounds, with how often they were above zero.
With a free accountLargest falls and recoveries
The largest fall since November 2021, in pounds, with how many weeks it took to reach its low and to recover.
With a free account
Create a free account to see the risk ratios, every rolling return and each large fall and its recovery
Sign-up takes an email address. There is no card to enter and nothing to pay.
Moves compared with a similar fund
Correlation and beta of weekly returns in pounds against iShares Core FTSE 100 UCITS ETF GBP (Acc), over the three years to 13/11/2026 (149 weeks).
Pro
Pro — currently by invitation
Pro includes moves against a comparable fund
Pro is open by invitation while it is being built. There is nothing to buy. To ask about access, email [email protected].
Questions people ask
What is the ISIN of SBO?
The ISIN of SBO is GB00BN7JZR28. An ISIN identifies one exact share class of a fund; SBO is its ticker on the London Stock Exchange.
What were SBO’s returns in each of the last five years?
Calendar-year returns of SBO in pounds (price only, income paid out not included): 2022 −36.1%, 2023 +9.5%, 2024 −4.7%, 2025 +3.5%; 2026 to 13/11/2026 −14.2%. Past performance is not a guide to future returns.
How has SBO done after inflation?
Over the five years to 13/11/2026 SBO’s price changed by −41.7% (income paid out is not included), or −54.5% after UK CPIH inflation. Past performance is not a guide to future returns.
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Fund documents and methods
Methodology:ReturnsCategoriesAll methods
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