# Schroder British Opportunities Trust Plc (SBO)

**Page:** https://fundology.uk/fund/sbo · ISIN GB00BN7JZR28

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

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.

## Summary

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.

Latest close: **£0.635** (13/11/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | SBO |
| ISIN | GB00BN7JZR28 |
| Category | Investment trusts |
| Type | Investment trust |
| Domicile | United Kingdom |

## Past returns (periods to 13/11/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after UK CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | -15.33% | -18.33% | price only |
| 3 years | -13.01% | -21.41% | price only |
| 5 years | -41.74% | -54.53% | price only |

Returns: worked out from recorded daily closes. Inflation: UK CPIH, latest month published.

## Calendar-year 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 CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -36.1% | -41.5% | Price |
| 2023 | +9.5% | +5.1% | Price |
| 2024 | -4.7% | -7.9% | Price |
| 2025 | +3.5% | -0.1% | Price |
| 2026 to 13/11/2026 | -14.2% | -16.9% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 8.55% | -17.00% |
| 3 years | 10.97% | -23.99% |
| 5 years | 10.98% | -44.04% |

## Largest fall

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.

## Charges & eligibility

- Stocks and shares ISA eligible: usually (check with your platform)
- SIPP eligible: usually (check with your provider)
- ISA and SIPP mean the kind of product usually qualifies under HMRC rules. We do not check each platform’s list — each provider decides which funds it offers. Crypto ETNs have not qualified for a stocks and shares ISA since 06/04/2026, and overseas funds that are not UK-recognised UCITS, such as Swiss ETFs, do not usually qualify.

## 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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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.