Trust Issues: Investing in UK stocks with SCF's Matt Bennison

In this episode of Trust Issues, we speak with Matt Bennison, a fund manager on Schroder Income Growth (SCF), which has a total return objective, which is to achieve income growth in excess of inflation as well as capital growth as a result of that rising income.

Matt talks about a number of issues in the UK stock market including the increased number of share buybacks, the pros and cons of M&A activity and where SCF is seeing the best opportunities today.

00:00 Introduction

01:20 What SCF looks for in investee companies

03:18 Working with Schroders' wider UK equities team

05:17 Why the UK stock market looks attractive today

08:26 Why M&A in the UK stock market is a double-edged sword

11:10 The benefits of share buybacks 13:55 How SCF offers a total return opportunity

15:45 Where the best opportunities in the UK stock market are today

18:21 Further information

18:43 Risk warning

Our latest research on SCF - https://www.trustintelligence.co.uk/investor/articles?fund_id=8

SCF website - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-income-growth-fund-plc

This podcast was recorded on 17/03/2025