Fund Profile

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This is a non-independent marketing communication commissioned by Schroder Investment Management. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.

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Continue to Gearing
2024 Kepler Income & Growth Rated Fund

This trust has been awarded a rating by Kepler Trust Intelligence for income & growth... Find out more

Fund History

12 Nov 2024 Results analysis: Schroder Income Growth
Recent outperformance stems from strong stock selection, modest gearing and a recovery in the trust’s small- and mid-cap stocks…
08 Nov 2024 Navigating a significant capital allocation shift in the UK
The increasing popularity of share buybacks in the UK market...
29 Apr 2024 Results analysis: Schroder Income Growth
SCF’s Sue Noffke has increasingly found opportunities in the out-of-favour small and mid-cap space amidst attractive valuations…
28 Feb 2024 Catch a falling star
Our analysts discuss three discounted sectors that could be due a rebound…
21 Feb 2024 Pitch doctoring
Our analyst argues the upcoming budget should see radical action to boost the UK market…
08 Mar 2024 Schroder Income Growth
Sue Noffke
Rewatch this webinar as part of our month-long online series 'Themes for your ISA in 2024' hosted by the team at Kepler Trust Intelligence throughout March...
Watch Recording
26 Jan 2024 Fund Analysis
SCF has outperformed the index over the long term and boasts a premium yield to the market…
17 Jan 2024 Top of the Pops
We reveal the winners of our investment trust ratings for 2024…
13 Dec 2023 In-come all ye faithful
Equity income could be a beneficiary of the higher interest environment, with trusts a good way to capture it…
12 Dec 2023 UK equity’s income opportunity with SCF manager Sue Noffke - Podcast: Trust Issues #23
SCF Manager Sue Noffke tells us why the trust has geared up and is overweight small and mid-cap stocks…
27 Oct 2023 Results analysis: Schroder Income Growth
SCF has a strong track record in delivering both income and capital growth over the long-term…
02 Jun 2023 Investing for income in a world of inflation
The attractive alternatives to cash for UK income investors...
20 Feb 2023 Fund Analysis
SCF has a strong track record of delivering income and capital growth…
11 Jan 2023 Solving the Rubik’s Cube
We reveal the winners of our investment trust ratings for 2023…
06 Jan 2023 Investment trusts: a rare opportunity in UK small and mid-sized companies
Opportunity knocks for UK small and mid-sized companies – find out why...
12 Aug 2022 Fund Analysis
Attractive income and growth prospects from a portfolio of UK companies…
20 Jan 2021 Kepler's top-rated investment trusts for 2021
We update our annual quantitative ratings for investment trusts…
15 Apr 2020 Hold fast
Investment trusts' revenue reserves could make them a vital stronghold for investors facing UK dividend cuts of as much as 47%....
04 Feb 2020 Fund Analysis
A UK focused trust which has raised its dividend every year for the past 26 years...
05 Dec 2019 Holding something in reserve
A sterling bounce poses a threat to UK dividends - we look at how UK equity income investment trust managers stand prepared…
17 Jul 2019 Ready for action
In the second part of our active management series, we assess the most active managers across the major closed-ended equity sectors…
03 Jun 2019 Knowledge is power
Schroder Income Growth's Sue Noffke discusses how she tactically employs gearing in her trust, the benefits of a fixed capital base and how she balances the demands of a board...
28 May 2019 Fund Analysis
A trust with an exceptional track record for not only outperforming the benchmark, but also for delivering dividend growth...
30 Jan 2019 The Income Portfolio
We reveal our investment trust picks for a mixture of income and capital growth...
06 Nov 2018 Everything you wanted to know about Brexit but were too afraid to ask...
Schroders' Sue Noffke answers 23 key questions and highlights some investment opportunities as negotiations move to a crucial stage...
25 Jul 2018 The Bulletproof Income Portfolio
Our Bulletproof Income Portfolio was set up to illustrate the benefits of investment trusts in providing a stable income...
20 Nov 2017 Fund Analysis
A UK income trust run via pragmatic approach that aims to blending higher-yielding shares to try and bolster income generation with lower yielding shares that should help maintain dividend and capital growth
24 May 2017 Fund Analysis
24 May 2017 Champion funds for income investors
We unveil a sophisticated new rating system designed to pinpoint the UK's best equity income funds...
22 Feb 2017 A challenge of perception
Asian Total Return Investment Company chairman David Brief says the trust's total return focus is misunderstood by many investors....
22 Feb 2017 Fund Analysis
21 Feb 2017 Digging in
The Bulletproof Income Portfolio enters 2017 with increased dividend cover at a time when a defensive income seems more precious than ever...
26 Jan 2016 Dodging bullets
The Bulletproof Income Portfolio performed well in a turbulent 2015, the perfect year to test its strengths...
05 Jun 2015 Fund Analysis
05 Jun 2015 The Bulletproof Income Portfolio
Six investment trusts with income credentials to die for.
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The information contained herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). The investment funds referred to herein have not been registered in the United States under the Investment Company Act of 1940 and units or shares of such funds are not registered in the United States under the Securities Act of 1933.
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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.