93. Dividend growth: why it could be the fastest for a decade

While some of us have resorted to downloading the Calm Office app to simulate noises from the office, Kevin Murphy, co-manager of Schroder Income fund, is already back at his desk, and talking to the Investing on the Go podcast team about how soon UK companies could reinstate dividends, where he’s finding opportunities overseas, why he invested in Carnival’s bond and why M&S’s partnership with Ocado means investors get the clothing and home business for free…
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Schroder Income is a deep value-driven fund that invests in companies valued at less than their ‘true’ worth and waits for a correction. Its managers – who have run the fund together since 2010, with a continuity of process that has been in place for much longer – look to identify stocks that have not only become significantly undervalued, but also have dividend growth potential.

Read more about Schroder Income fund

 

What’s covered in this podcast:

• The manager’s thoughts on the fund’s dividend growth [0:26]
• How soon companies could reinstate dividends [2:56]
• Where the manager is finding overseas opportunities [4:56]
• How portfolio holdings have changed over the past decade [6:33]
• Why the manager invested in cruise company Carnival’s bond [8:06]
• Why M&S is still an attractive business [9:37]

This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Remember, all investments can fall in value as well as rise, so you could make a loss. Before you make any investment decision, make sure you’re comfortable and fully understand the risks.Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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