Schroder Income Growth Fund plc (SCF)

Category UK Equity Income

This investment trust can be held in an Investment ISA, SIPP and Investment Account

Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.

Sell

282.00p

Buy

283.00p

arrow-down-0.55p (-0.19%)

Discount/Premium

-11.08%

Estimated NAV

318.82p

Prices updated at 16 Dec 2024, 15:41 GMT

Prices minimum 15 mins delay

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.

FTSE All-Share

-0.45%

LSE

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.

Company name

Schroder Unit Trusts Limited

Legal structure

Closed Ended Investment Company

Domicile

United Kingdom

Fiscal year end

31 Aug 2025

Launch date

09 Mar 1995

Lead manager

Sue Noffke

Lead manager start date

01 Jul 2011

Lead fund manager biography

Sue Noffke is Head of UK Equities and a UK Equity Fund Manager at Schroders. She is a founding member of the Prime UK Equity team established in 2006. She is fund manager of the Schroder Income Growth Fund plc co-manager of the Schroder Prime UK Equity Fund, the Schroder UK Alpha Income Fund and Cazenove Charity Equity Income Fund. Sue has managed UK equity portfolios for institutional clients since 1993. She joined Schroders in 1989 and was initially an analyst at Schroders responsible for insurance, tobacco and retail sectors in the UK market. Qualifications: Honorary Doctorate Degree from Aston University; BSc in Business Administration and Biochemistry from Aston University.

Head office

1 London Wall Place

London

United Kingdom

EC2Y 5AU

0800 182 2399

Company website

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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