Schroder Income is a deep value driven fund, investing in companies valued at less than their true worth and waiting for a correction. It has little correlation with other income funds, tending to avoid the big income producers in favour of more niche names, where both capital and income have the potential grow significantly. It is a UK equity fund that seeks to balance dividend yield with dividend growth and balance sheet safety to achieve a growing income. This approach is not without risk and performance can be volatile.
More about this episode:
- Emotions and extrapolation in financial markets
- Why profits are indeed important
- How focussing on the numbers can ensure strong, long-term returns
- High interest rates and capital growth and risk profiles
- Why the outlook for value remains bright
- How selling decisions are reached and finding the next opportunity
- Cheap buys vs cheaper buys
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