In this episode of Trust Issues, we speak with Matt Bennison, a fund manager on Schroder Income Growth (SCF), which has a total return objective, which is to achieve income growth in excess of inflation as well as capital growth as a result of that rising income.
Matt talks about a number of issues in the UK stock market including the increased number of share buybacks, the pros and cons of M&A activity and where SCF is seeing the best opportunities today.
00:00 Introduction
01:20 What SCF looks for in investee companies
03:18 Working with Schroders' wider UK equities team
05:17 Why the UK stock market looks attractive today
08:26 Why M&A in the UK stock market is a double-edged sword
11:10 The benefits of share buybacks 13:55 How SCF offers a total return opportunity
15:45 Where the best opportunities in the UK stock market are today
18:21 Further information
18:43 Risk warning
This podcast was recorded on 17/03/2025
