Money Makers

UPDATE (Nov 2026): SOI produced a total return of +14.9% in the year to August 2025, behind its benchmark's return of +21.1%. The half-year to February 2026 was very strong, with a return of +35.3% versus +30.7%. The trust is removing its performance fee, with effect from September 2026, and expects to become an AIC Dividend Hero with 20 years of consecutive dividend increases when it announces its results for the year to August 2026.

SOI Schroder Oriental Income (SOI) was launched in 2005 raising £150m. Matthew Dobbs was the lead manager until his retirement at the end of 2020 and since then...