Schroder Income Growth Fund plc (SCF)

Category UK Equity Income
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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

294.00p

Buy

297.00p

arrow-up1.00p (+0.34%)

Discount/Premium

-9.86%

Estimated NAV

327.832p

Prices updated at 30 Jul 2024, 15:49 BST
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Prices in GBX
Investment objective
To provide real growth of income, being growth of income in excess of the rate of inflation, and capital growth as a consequence of the rising income. The investment policy of the Company is to invest primarily in UK equities but up to 20% of the portfolio may be invested in equities listed on recognised stock exchanges outside the UK and up to 10% of the portfolio may be invested in bonds. In addition, up to 20% of total income may be generated by short-dated call options written on holdings in the portfolio.
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Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 31 Jul 2024, 05:07

Trailing returns (%) as of 31 Jul 2024, 05:07

Annual performance (%)

Year
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This fundPeer group index
30 Jun 13 - 30 Jun 1416.0819.46
30 Jun 14 - 30 Jun 156.634.79
30 Jun 15 - 30 Jun 16-6.90-1.36
30 Jun 16 - 30 Jun 1723.4521.09
30 Jun 17 - 30 Jun 185.645.63
30 Jun 18 - 30 Jun 192.50-3.19
30 Jun 19 - 30 Jun 20-9.90-15.08
30 Jun 20 - 30 Jun 2131.8140.25
30 Jun 21 - 30 Jun 22-3.43-5.01
30 Jun 22 - 30 Jun 236.647.29
30 Jun 23 - 30 Jun 242.7810.32

Primary benchmark: FTSE AllSh TR GBP

Peer group index: Morningstar IT UK Equity Income

Trailing returns (%)

Year
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This fundPeer group index
1 Day0.340.27
1 Month4.585.92
3 Months5.327.95
6 Months12.0613.41
1 Year5.0914.18
3 Years annualised2.725.62
5 Years annualised5.156.87

Primary benchmark: FTSE AllSh TR GBP

Peer group index: Morningstar IT UK Equity Income

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

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