SCHRODER INCOME GROWTH FUND PLC
Aims 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%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
| Sector | UK Equity Income |
|---|---|
| Structure | INVESTMENT TRUST |
| Launched | March 1995 |
| Size | £180m |
| Yield | 5% |
| Dividends paid | April, July, October, December |
Charges
| Annual Management Charge | 0.45% |
|---|---|
| Ongoing Charges Figure | 0.77% |
Investment Process
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Past performance is not a guide to future performance. View full risk warning