| Valuation method | Value, £ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 157.06 | -56 |
| Intrinsic value (DCF) | 248.46 | -30 |
| Graham-Dodd Method | 6.02 | -98 |
| Graham Formula | 130.49 | -63 |
Schroder Income Growth Fund plc (SCF.L) is a UK-based open-ended equity mutual fund managed by Schroder Investment Management Limited. Launched in March 1995, the fund primarily invests in UK public equities across diversified sectors, aiming to deliver income growth alongside capital appreciation. The fund benchmarks its performance against the FTSE All Share Total Return Index, reflecting its focus on the broader UK equity market. As part of the Financial Services sector, specifically within Asset Management - Income, Schroder Income Growth Fund plc caters to investors seeking steady income through dividend-paying stocks. With a market capitalization of approximately £212 million, the fund leverages Schroders' extensive investment expertise to navigate market conditions. Its strategy emphasizes a balanced portfolio of high-quality UK companies, making it a relevant choice for income-focused investors in a low-yield environment.
Schroder Income Growth Fund plc offers investors exposure to a diversified portfolio of UK equities with a strong focus on income generation. The fund's dividend yield, supported by a dividend per share of 15.7 GBp, is attractive for income-seeking investors. However, its performance is closely tied to the UK equity market, which may introduce volatility, as reflected in its beta of 1.15. The fund's lack of debt and solid net income of £37.3 million in the last fiscal year underscore its financial stability. While the fund benefits from Schroders' reputable management, its reliance on UK markets may limit diversification benefits for global investors. The fund is best suited for those with a long-term horizon and a preference for UK-centric income strategies.
Schroder Income Growth Fund plc competes in the crowded UK income fund market, where its primary advantage lies in its association with Schroders, a well-established asset manager with deep expertise in UK equities. The fund's focus on the FTSE All Share Index provides broad market exposure, but it faces stiff competition from both active and passive income funds. Its competitive positioning is strengthened by a consistent dividend track record and a disciplined investment approach. However, the fund's performance is susceptible to UK economic conditions, including Brexit-related uncertainties and domestic fiscal policies. Unlike global or multi-asset income funds, SCF.L's UK-centric strategy may lack diversification, potentially limiting appeal during periods of UK underperformance. The fund's active management style differentiates it from passive income ETFs but also introduces higher fees, which could deter cost-conscious investors. Overall, its strengths lie in Schroders' brand and a proven income strategy, but it must contend with broader market trends favoring low-cost and globally diversified alternatives.