Schroder Investment Management Limited
31 Gresham Street, London EC2V 7QA
Telephone +44 (0)20 7658 6000 Fax +44 (0)20 7658 6965
www.schroders.com
UK investors plan to increase the amount they invest as
confidence returns

Schroders Global Investment Trends Report 2014 reveals that UK investors are
increasingly confident about the opportunities for the year ahead

Over two-fifths plan to invest spare cash in 2014 with a further 25% saying they
will use it for luxury purchases

However, less than one-in-ten will use spare disposable cash to pay off debt

UK investors believe Asia offers the best growth opportunities whilst there is
growing interest in Western Europe
26 February 2014 – UK investors are increasingly confident about the opportunities for the year
ahead, according to a comprehensive new report of investor sentiment by Schroders. Analysis of the
Schroders Global Investment Trends Report 20141, a survey of 15,749 investors across 23
countries, reveals almost two thirds (64%) of UK investors are more confident about investment
opportunities this year compared to less than half (41%) last year. As a result, more than nine-in-ten
(91%) UK investors are looking to maintain or increase the amount they invest and save in 2014.
Over two-fifths (44%) of UK investors2 polled are planning to invest any disposable income, whilst
17% will deposit it in a savings account.
However, only one-in-ten (9%) will pay off debts.
Surprisingly, a quarter (25%) intend to spend it on a luxury purchase – possibly explaining why the UK
is experiencing a consumer-led recovery.
1
Schroders commissioned Research Plus Ltd to conduct an independent survey of 15,749 active investors in 23 countries
around the world (1,002 in the UK) who have €10,000 (or the equivalent) or more of investible asset that they intend to invest
during the next 12 months. The survey was conducted online between 2nd – 24th January 2014 and these individuals
represent the views of investors in each country involved in the survey.
2
For the purpose of this research project we have defined an ‘investor’ as someone with €10,000 + or equivalent investible
assets that they are looking to invest in the next 12 months.
Schroders plc
Registered office at above address
Reg. 3909886 England
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Schroder Investment Management Limited
31 Gresham Street, London EC2V 7QA
Telephone +44 (0)20 7658 6000 Fax +44 (0)20 7658 6965
www.schroders.com
When it comes to which asset class investors are looking at, 67% of those surveyed said they would
be looking to invest in equities, with the most popular being UK equities (43%).
The British love affair with property appears set to continue with 13% favouring bricks and mortar and
10% looking at property funds this year. The report also shows that just 11% of UK investors will be
looking to invest in bonds.
This increased appetite for equities appears to reflect a more positive long-term economic outlook,
despite recent market volatility. The report reveals that around the world investors are looking to
invest in developed economies, as these are perceived as offering more stable potential returns and
the best growth opportunities.
These trends are mirrored globally with more than four-fifths (82%) of investors worldwide looking to
maintain or increase the amount they invest and save this year, and 70% looking to invest in equities.
Indeed, investor confidence in developed economies is strong, with a particular spike in interest for
Western Europe, with 40% of UK investors looking to this region in 2014 (up from 5% in 2013).
Furthermore, almost a quarter (24%) are expecting North America to offer strong growth opportunities.
Asia retains its crown as the region that UK investors expect to drive the strongest overall growth in
2014, with 58% favouring the region. However, this expectation is not translated into action, and
despite believing that Asia will deliver the best returns, just 13% of UK investors polled are planning to
invest in Asian (including Japan) equities this year.
Robin Stoakley, Head of UK Intermediary at Schroders stated: “There are real signs of investor
confidence emerging in the UK and it appears that people are taking a more global view as they seek
to capitalise on the improving economic environment. However, as investor confidence improves they
should seek professional guidance in order to ensure they have a well balanced mix of investments.
Schroders plc
Registered office at above address
Reg. 3909886 England
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Schroder Investment Management Limited
31 Gresham Street, London EC2V 7QA
Telephone +44 (0)20 7658 6000 Fax +44 (0)20 7658 6965
www.schroders.com
“Encouragingly, our report shows that once investors have paid monthly bills, a key priority is to invest
with the majority of investors choosing to do so for their retirement. Indeed, almost two-thirds of the
investors polled stated retirement as their main reason for saving. We welcome this as in the future
Britons will have to become more independent in their retirement.”
For more details about the report from 26th February visit our website: www.schroders.com/sgitr2014
and to join the conversation on Twitter, use the hashtag #SGITR2014.
For further information, please contact:
Beth Saint
Tel: +44 (0)20 7658 6168/ [email protected]
Estelle Bibby
Tel: +44(0)20 7658 3431/ [email protected]
Charlotte Banks
Tel: +44 (0)20 7658 2589/ [email protected]
Kathryn Sutton
Tel: +44 (0)20 7658 5765/ [email protected]
Georgina Robertson
Tel: +44 (0)20 7658 3365/ [email protected]
Notes to Editors
For media only. To view the latest press releases from Schroders visit: http://ir.schroders.com/media
Schroders commissioned Research Plus Ltd to conduct an independent survey of 15,749 active
investors in 23 countries around the world who have €10,000 (or the equivalent) or more of investible
assets that they are looking to invest during the next 12 months. The survey was conducted online
between 2nd – 24th January 2014 and these individuals represent the views of investors in each
country involved in the survey.
This material is not intended as an offer or solicitation for the purchase or sale of any financial
instrument. The material is not intended to provide, and should not be relied on for, accounting, legal
or tax advice, or investment recommendations. The opinions stated in this presentation include some
forecasted views. We believe that we are basing our expectations and beliefs on reasonable
assumptions within the bounds of what we currently know. However, there is no guarantee that any
forecasts or opinions will be realized.
Schroders plc
Schroders is a global asset management company with £256.7 billion (EUR307.2billion/$415.8billion)
under management as at 30 September 2013. Our clients are major financial institutions including
pension funds, banks and insurance companies, local and public authorities, governments, charities,
high net worth individuals and retail investors.
With one of the largest networks of offices of any dedicated asset management company, we operate
from 37 offices in 27 countries across Europe, the Americas, Asia and the Middle East. Schroders has
developed under stable ownership for over 200 years and long-term thinking governs our approach to
Schroders plc
Registered office at above address
Reg. 3909886 England
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Schroder Investment Management Limited
31 Gresham Street, London EC2V 7QA
Telephone +44 (0)20 7658 6000 Fax +44 (0)20 7658 6965
www.schroders.com
investing, building client relationships and growing our business. Further information about Schroders
can be found at www.schroders.com.
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Registered office at above address
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