Schroder Income Growth Fund plc

Our trusts

Introduction

Performance

Commentary

Documents

Governance

Seeks attractive income opportunites in UK equities.

Why invest?

Targets outperformance by investing in the shares of companies paying dividends that should grow faster than the rate of inflation.
Has raised its dividend consistently for the past 22 years¹, making it an attractive proposition for income-seeking investors.
Managed by Sue Noffke, who has more than 20 years of investment experience specialising in UK equities.
Fundamental research is at the heart of the investment process and Sue looks for out of favour companies that have the potential to deliver strong future returns.

¹Source: Schroders as at 31 August 2017.

Meet the manager

Sue Noffke

Prime UK Equity Fund Manager

Sue joined Schroders in 1989 and has managed UK equity portfolios since 1993. Based in London, Sue is head of the Prime UK Equity Team and has a degree in Business Administration and Biochemistry from Aston University.

Investment objective

The Company's principal investment objectives are 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.

Investment policy

The investment policy of the Company is to invest primarily in above-average yielding UK equities but up to 20% of the portfolio may be invested in equities listed on recognised stock exchanges
outside the UK. If considered appropriate, the Company may use equity related instruments such as convertible securities 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. Put options comprising short term exchange-traded instruments on major stock market indices of an amount up to the value of the Company's borrowings may be utilised.

The fund has an unbroken 22-year record of annual distribution increases for shareholders

Source: Schroders. *Part year, fund launched March 1995. **To 31 August 2017,
includes special dividends

Investor profile

May be suitable for investors who:

are seeking a potentially higher income
are willing to accept possible short-term losses for the benefit of potential long-term gains
are comfortable with the risks associated with an equity-based investment
have a medium- to long-term investment horizon of three to five years or more

May not be suitable for investors who:

are seeking a lower-risk fund
don’t want to put their capital at risk
are uncomfortable with the level of risk associated with equity-based investment
have a short-term investment horizon
can’t tolerate short-term volatility

Getting started

Investment trusts offer a flexible and effective way to gain exposure to some of the world's most dynamic markets and regions, and can be used to meet a variety of investment outcomes. For more information on how Schroder Income Growth Fund Plc shares can be bought and sold, visit our How to invest page.

Visit page

Never miss an update

To receive regular notifications, please register for our email updates.

Latest insights

Learn more about our approach to managing investment trusts and access the latest ideas and opinions from our investment teams.

What are the risks?

Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.

Companies that invest in a smaller number of stocks carry more risk than funds spread across a larger number of companies.

The Company will invest solely in the companies of one country or region. This can carry more risk than investments spread over a number of countries or regions.

As a result of the fees and finance costs being charged partially to capital, the distributable income of the Company may be higher, but the capital value of the Company may be eroded.

The Company may borrow money to invest in further investments, this is known as gearing. Gearing will increase returns if the value of the investments purchased increase in value by more than the cost of borrowing, or reduce returns if they fail to do so.

Contact Schroders

Schroders is a world-class asset manager operating from 29 countries across Europe, the Americas, Asia, the Middle East and Africa.

Worldwide locations

For any further questions, please contact us.

Our Business Development team is available to discuss with you any investment options and opportunities you might be interested in.

Your contacts

Please remember that the value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.

This marketing material is for professional investors or advisers only. This site is not suitable for retail clients.

Issued by Schroder Unit Trusts Limited, 31 Gresham Street, London, EC2V 7QA. Registered Number 4191730 England.

Schroder Unit Trusts Limited is an authorised corporate director, authorised unit trust manager and an ISA plan manager, and is authorised and regulated by the Financial Conduct Authority.

Select a region

Select a country/region

Select a site

Retail Investors

Retirement Services

Mutual fund investment

Asset Management

Private Investor

Asset management

Wealth management

Select a region

Select a country/region

Select a site

Retail Investors

Retirement Services

Mutual fund investment

Asset Management

Private Investor

Asset management

Wealth management

Schroders in the UK

SCHRODERS Global

LATEST CAREERS

LATEST NEWS

Multi-Asset Solutions

Sustainability

Investment trusts

Outsourced solutions

Global Investor Study

Markets

Multi-Manager

Webconferences

Video insights

Investment Trusts

Related Search

"The trust does what it says on the tin. Since launch the trust has raised the dividend every year and over time increases in the dividend have outpaced the rate of inflation."

Sue Noffke

Prime UK Equity Fund Manager

Why invest?

Meet the manager

Sue Noffke

Prime UK Equity Fund Manager

Investment objective

Investment policy

The fund has an unbroken 22-year record of annual distribution increases for shareholders

Investor profile

May be suitable for investors who:

May not be suitable for investors who:

Getting started

Never miss an update

Latest insights

Learn more about our approach to managing investment trusts and access the latest ideas and opinions from our investment teams.

What are the risks?

Contact Schroders

Important Information