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SCHRODER INCOME GROWTH FUND PLC

Bestinvest LogoAims to produce grow income in real terms and some capital growth.

SELL

274p

BUY

278p

CHARGE PER TRADE

£4.95

TODAY'S CHANGE

0.00%

OCF

0.77%

YIELD

5%

1 YEAR
0.64%
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Prices as at 04 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

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.

Fund summary

SectorUK Equity Income
StructureINVESTMENT TRUST
LaunchedMarch 1995
Size£180m
Yield5%
Dividends paidApril, July, October, December

Charges

Annual Management Charge0.45%
Ongoing Charges Figure0.77%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning