Equity Research, Broker Reports, and media content on Schroder Income Growth Fund PLC GBP

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  • 08 Mar 24
Themes for your ISA in 2024 - Schroder Income Growth
themes-for-your-isa-in-2024-schroder-income-growth-08-03-2024
  • 04/03/2024 - 27/03/2024
Themes of ideas for your ISA in 2024

Join us for a series of webinars throughout March to hear from fund managers running money all around the world in our March event series…

Companies: BGCGIBTBRWMSCFPCTNBERICHIBUKWBRGSAIERKWBBHBBGIATT

Kepler | Trust Intelligence
  • 26 Jan 24
Schroder Income Growth

SCF has outperformed the index over the long term and boasts a premium yield to the market…

Companies: Schroder Income Growth Fund PLC GBP

Kepler | Trust Intelligence
  • 11 Dec 23
UK equity’s income opportunity with SCF manager Sue Noffke - Podcast
uk-equity-s-income-opportunity-with-scf-manager-sue-noffke-podcast-11-12-2023
  • 01 Sep 23
The Hardman & Co Monthly: September 2023

Feature article: Equity Income – UK or Global? Should investors widen their horizons? Introduction: ► The UK Equity Income sector (UKEI) is the fourth-largest investment company (IC) sector in the Association of Investment Companies’ (AIC) universe, with £12.5bn of assets (as at August 2023), and is the traditional home for investors looking for income in the equity market. ► The UKEI not only provides investors with a better dividend yield than the ge

Companies: TMPL SHRS SCF LWI LWDB JCH EDIN DIG DIVI CHI CTUK CTY SDV BRIG AEI VTA STX RECI PIN APAX ICGT HAT ARBB

Hardman & Co
  • 17 Aug 23
Hardman & Co Insight: Equity Income – UK or Global? Should investors widen their horizons?

Introduction ► The UK Equity Income sector (UKEI) is the fourth-largest investment company (IC) sector in the Association of Investment Companies’ (AIC) universe, with £12.5bn of assets (as at August 2023), and is the traditional home for investors looking for income in the equity market. ► The UKEI not only provides investors with a better dividend yield than the general UK market, but also has a strong track record of dividend growth. Indeed, many funds feature on the AIC’s “dividend heroes”

Companies: TMPL SHRS SCF LWI LWDB JCH EDIN DIG DIVI CTUK CHI CTY SDV BRIG AEI

Hardman & Co
  • 16 Feb 23
Schroder Income Growth

SCF has a strong track record of delivering income and capital growth…

Companies: Schroder Income Growth Fund PLC GBP

Kepler | Trust Intelligence
  • 12 Aug 22
Schroder Income Growth

Attractive income and growth prospects from a portfolio of UK companies…

Companies: Schroder Income Growth Fund PLC GBP

Kepler | Trust Intelligence
  • 15 Apr 20
Hold fast

A long, long time ago, I can still remember how, that election had us all talking about sterling (well, some of us). Instead now we are hard put not to talk about mass dividend cuts, with Link Group estimating dividend cuts of 47% or more in the UK equity market. Way back in those distant epochs of early December 2019, we appeared to be approaching a greater degree of certainty about the shape of the future in the UK: an election was in the offing which promised to help resolve the outlook for o

Companies: ASL CTY DIG JCH TIGT AEI SCF BRIG

Kepler | Trust Intelligence
  • 03 Feb 20
Schroder Income Growth - Overview

Schroder Income Growth (SCF) aims to generate real income growth from a portfolio of primarily UK companies. Managed by Sue Noffke, who is supported by Matt Bennison and Andy Simpson, SCF typically consists of a portfolio of around 40 companies, selected without reference to any particular stylistic bias. The managers aim to ensure the majority of portfolio differentiation to the benchmark FTSE AllShare Index is driven by stock-specific factors. Presently yielding c. 4.0% (as of 24/01/2020), SCF

Companies: Schroder Income Growth Fund PLC GBP

Kepler | Trust Intelligence
  • 05 Dec 19
Holding something in reserve

It used to be said that in central London you were never more than six feet from a rat. Nowadays, the saying has been updated: you are never more than six feet from a Pret-aManger. Before Pret came McDonald’s, serving the same burgers in the same buns from London to Tokyo. Such was the ubiquitous nature of the fast food giant that in 1986 The Economist launched the ‘Big Mac Index’. Presently, this famous index of relative currency strength suggests sterling is seriously undervalued [1] . Sterlin

Companies: JCH AEI SCF BRIG CLIG

Kepler | Trust Intelligence
  • 17 Jul 19
Ready for action

In our recent research, Measure for Measure, we discussed the importance of a manager’s activeness and the difficulties involved in gauging it. As we have highlighted before, the chance of generating alpha generally rises with how active a manager is, and the UK closed-ended universe has become significantly more active in response to the challenge of cheap passive products. In that article we took a look at a range of measures for assessing the ‘activeness’ of a manager and their strengths and

Companies: EOT IIT JMF DIG SCF LTI SMT FSV BGEU

Kepler | Trust Intelligence
  • 28 May 19
Schroder Income Growth - Overview

Schroder Income Growth (SCF) aims to provide real growth of income, in excess of inflation, while growing capital for investors. The long-serving lead manager, Sue Noffke, invests primarily in above-average yielding UK equities, but also has the capability to invest up to 20% of the portfolio outside the UK. Over the past five years the trust has been an impressive performer, outperforming the benchmark (FTSE All Share), the AIC UK Equity Income peer group and the open-ended peer group. Despite

Companies: Schroder Income Growth Fund PLC GBP

Kepler | Trust Intelligence
  • 30 Jan 19
Best in class

Today, we introduce our investment trust ratings. According to the quantitative screens we have selected in an attempt to highlight the best performers in the closed-ended universe, the trusts discussed here have been the best in their classes over the last five years. We have selected trusts using two different sets of criteria, aiming to identify the top performers for capital growth and for achieving a high and growing income. There are many rating systems for open-ended funds, but no quantit

Companies: EOT JAGI CTY AUSC EDIN FAS JCH CTUK TIGT HNE IAT BRSC SDV PAC FGT SCF SDP ATR MAVT THRG TRY BRIG BEMO MIGO SEC SOI AAIF IVPG IPU HINT BRFI DIVI MRC BGS NAIT FEV HFEL JMG

Kepler | Trust Intelligence
  • 29 Mar 18
The search for discounted yield

We have for some time argued that traditional equity income funds are too heavily dependent on a narrow range of stocks, and that the stocks themselves are perhaps looking overstretched in terms of the dividends they pay compared to their underlying earnings. In November last year we published research showing that 25.1% of the capital in the AIC UK Equity Income sector is invested in just ten stocks, and across those companies the average dividend cover is 1.17x. We found that open-ended funds

Companies: IVPU IBT MVI MUT DIG EDIN PLI BEMO BRWM IVI SCF AAIF PLI

Kepler | Trust Intelligence

Schroder Income Growth Fund PLC GBP

Company Profile

Research, Charts & Company Announcements

Research Tree provides access to ongoing research coverage, media content and regulatory news on Schroder Income Growth Fund PLC GBP. We currently have 94 research reports from 6 professional analysts.

Latest News/RNS

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Date Source Announcement
10May24 10:29 RNS Schroder Inc Growth - Net Asset Value(s)
09May24 10:45 RNS Schroder Inc Growth - Net Asset Value(s)
08May24 10:49 RNS Schroder Inc Growth - Net Asset Value(s)
07May24 10:39 RNS Schroder Inc Growth - Net Asset Value(s)
03May24 10:58 RNS Schroder Inc Growth - Net Asset Value(s)
02May24 10:45 RNS Schroder Inc Growth - Net Asset Value(s)
01May24 13:58 RNS Schroder Inc Growth - Portfolio Update
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  • 02 May 24
UK REITs: Building back better

UK commercial property has been a cornerstone asset for many income-seeking investors (both retail and institutional) in recent decades, particularly since the global financial crisis of 2007/8 and the resulting ultra-low interest rate environment. However, since rates began to rise in 2022 to tackle surging inflation, meaningful returns have once more become available on lower-risk assets such as cash and government bonds, which has led to a retrenchment from alternative income assets such as p

Companies: LABS SREI SUPR AEWU

Capital Access Group
  • 01 Feb 24
Hardman & Co Insight: 2023 was an annus horribilis for Quoted UK Infrastructure and Renewable Energy

The focus of Hardman & Co Research is on the nine quoted Infrastructure Investment Companies (IICs) and on the 22 Renewable Energy Infrastructure Funds (REIFs): the stocks analysed are all members of the Association of Investment Companies (AIC). We are updating our publication of January 2023, assessing both the lacklustre share price performances during 2023 and the key issues, including interest rates, inflation and power prices. As a 31-strong group, its combined market capitalisation is no

Companies: AEIT ROOF DGI9 INPP GSF SEIT USFP HICL ORIT BSIF TRIG NESF SEQI HEIT GRP GCP FSFL 3IN AERI PINT RNEW BBGI GSEO DORE TENT GRID CORD HGEN AEET

Hardman & Co
  • 11 Apr 24
Chesnara (CSN): Good 2023 results set platform for future progress

Chesnara has announced its 2023 results. Positive returns from equity markets and gains from acquisitions in the first half were somewhat offset by adverse changes to operating assumptions in the second. Economic Value profit of £59.1m marked a good turnaround from a loss of £85.1m in 2022. Economic Value of £524.7m was 2% higher than a year ago, reflecting the dividend payment and forex effects. The final dividend of 15.61p brought the full year up to 23.97p, a 3% increase over the previous yea

Companies: Chesnara Plc

Hardman & Co
  • 10 May 24
NextEnergy Solar Fund - Second Refinancing Delivered

NextEnergy Solar Fund has extended its £70m revolving credit facility by a year to June 2025 and improved the margin by 10bps. Along with the refinancing of £135m announced in April the move shows a willingness amongst lenders to support solar energy and storage on attractive terms in our view.

Companies: NextEnergy Solar Fund Ltd

Longspur Clean Energy
  • 05 Feb 24
Gresham House Energy Storage Fund - Responding to challenging times

Gresham House Energy Storage Fund (GRID) is the largest UK fund investing in utility-scale battery energy storage systems (BESS). A recent sharp decline in gas prices, a ‘disappointing’ start to the Energy System Operator’s (ESO’s) new energy trading platform and systemic delays connecting completed projects to the national grid have raised concerns about the revenue generating capacity of the BESS sector. This has placed significant downward pressure on the share prices of GRID and others in th

Companies: Gresham House Energy Storage Fund Plc GBP

Edison
  • 12 Jan 24
Hardman & Co Healthcare Index: 2023 – Capital demands dent performance

The Hardman & Co Healthcare Index (HHI) has been running since 2009. Its main function is to highlight the attractions of life sciences investments over the long term. For the second year running, apart from global economic influences affecting world markets, performance in 2023 was dented by the capital-intensive nature of the sector. The HHI fell 3.7%, to 483.8, underperforming the main London markets – FTSE 100 (+3.8%) and FTSE All-Share (3.8%) but outperforming the FTSE AIM All-Share Index (

Companies: TXG ETXPF NDVA TSVT BCOW Z29 TXG NCYT GNS SUN AMS OMG APH EKF EAH IMM AGL DEMG AGY TSTL IPO GDR TRX HVO CTEC OXB DEST VLG IXI VAL INDV AGR AVCT BAI 123F IMCR BCOW

Hardman & Co
  • 09 Nov 23
PCI Pal - +25% FY23 revenue growth, FY24 growth of +28% reiterated

PCI Pal’s FY23 results show revenue growth of +25% to £14.9m, gross profit growth of +31% to £13.1m at a margin of 88%, and an outlook confirming robust momentum in H1 24. The FY23 results are as expected following the August trading update, and FY23 Total Annual Contract Value (TACV) is +23% yoy to £16.4m, with ARR +14% yoy to £12.6m due to £3.1m of contracts in deployment. We expect ARR will increase +35% and +31% to £17.0m and £22.2m in FY24 and FY25, as management lands and expands following

Companies: PCI-PAL PLC

Cavendish
  • 02 Apr 24
AVI Global

AGT’s increasing focus on idiosyncratic opportunities may offer a good source of diversification…

Companies: AVI Global Trust PLC GBP

Kepler | Trust Intelligence
  • 03 May 23
Bankers Investment Trust (The) - Well positioned for the current environment

The Bankers Investment Trust (BNKR) has been managed by Alex Crooke, co-head of equities at Janus Henderson Investors (JHI), since July 2003. It can be considered as a ‘one-stop shop’ for global equity exposure as the fund is made up of six geographic portfolios (sleeves), which harness the talent of JHI’s regional specialists. Crooke (in conjunction with the board) sets BNKR’s asset allocation and manages its gearing. He believes that inflation will remain elevated, and that future shareholder

Companies: Bankers Investment Trust PLC GBP

Edison
  • 09 Apr 24
Regional REIT - Performing as expected ahead of refinancing

In a challenging market, Regional REIT’s (RGL’s) FY23 operational and financial performance was robust, in line with expectations and previous guidance. Investor focus remains on the company’s loan to value (LTV) reduction and bond refinancing plans, explored in detail in our previous note and RGL will provide an update on this in due course.

Companies: Regional REIT Ltd.

Edison
  • 25 Apr 24
Henderson Far East Income - Repositioning to raise total returns

Henderson Far East Income (HFEL) has consistently delivered on its objective to provide a rising dividend. However, like many investors, HFEL’s managers overestimated the potential for a post-pandemic rebound in China. The trust’s resultant overweight to Chinese consumer and other cyclicals led to a fall in portfolio revenues and underperformance in the financial year ended 31 August 2023 (FY23). With a view to improving future returns, HFEL’s board has since indicated an increased willingness t

Companies: Henderson Far East Income LTD GBP

Edison
  • 04 Apr 24
H&T Group (HAT): Core franchise build, short-term retail noise

In our 15 March 2023 initiation, 'Pawnbroking royalty, with strong, profitable growth', and subsequent notes, we have highlighted the strong market for pawnbroking and why H&T, as the market leader, is uniquely placed to take advantage of these opportunities. These results reconfirmed both, with the pledge book up 28% and net pawnbroking revenue up 36%. Like many in the retail space, H&T faced the challenge of customers focusing on lower-value, lower-margin items in the key run-up to Christmas 2

Companies: H&T Group plc

Hardman & Co
  • 29 Apr 24
Initiation of Coverage: Duke Capital (DUKE): Meeting customer needs, giving investors returns

DUKE’s unique product provides SMEs across diversified sectors with hybrid capital, allowing the existing team to retain control. By optimising the best of equity and debt, DUKE aims to achieve equity-type returns with debt levels of risk. The loan and participating preference share elements support DUKE shareholders’ high (2024E: 9.0%), growing (2026E: 7% above 2024), and covered dividend. Early exit fees and equity stakes should generate ongoing capital growth as the portfolio matures. PE-styl

Companies: Duke Capital Limited

Hardman & Co
  • 21 Mar 24
BlackRock Frontiers Investment Trust - Flying the flag for developing economies

BlackRock Frontiers posted another year of strong returns in FY23 (ended 30 September) and has continued to outperform into 2024, with NAV and share price total returns over one, three, five and 10 years to end-January 2024 comfortably beating the average of its peers in the AIC Global Emerging Markets sector. The trust offers a highly differentiated proposition, avoiding the eight largest emerging markets, which between them tend to account for around 90% of GEM investment. Instead, co-ma

Companies: BlackRock Frontiers Investment Trust PLC

Capital Access Group
  • 02 Apr 24
PROGRESSIVE: Tern: Core portfolio thriving

Tern hosted an investor presentation and Q&A session on 26 March. Each of the four presentations from the portfolio companies highlighted increased commercial traction, with configuration work turning to repeat licencing through the SaaS models, a growing high-profile customer base and important strategic partnerships. The presentations reinforced the chairman’s statement that Tern has created, and continues to support, a portfolio of businesses where 80% are not just surviving but thriving, com

Companies: Tern PLC

Progressive Equity Research