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Data as at: 12/02/2026

Fund manager benchmark
FTSE AllSh TR GBP

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
Schroder Income Growth Fund Share price total return 28.4 31.1 61.8 151.3
UK Equity Income AIC sector Share price total return 19.6 35.5 62.9 143.7
Schroder Income Growth Fund NAV total return 22.3 38.9 72.0 141.2
UK Equity Income AIC sector NAV total return 16.2 35.2 64.0 142.1
Morningstar UK * Total return 22.2 46.5 82.1 156.9
Return type 1 year 3 years 5 years 10 years
Schroder Income Growth Fund Share price total return 12,840 13,110 16,180 25,130
UK Equity Income AIC sector Share price total return 11,960 13,550 16,290 24,370
Morningstar UK * Total return 12,220 14,650 18,210 25,690
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Discrete annual performance (%) Discrete annual performance (£)

Return type 12/02/21 - 22 12/02/22 - 23 12/02/23 - 24 12/02/24 - 25 12/02/25 - 26
Schroder Income Growth Fund Share price total return 17.0 5.5 -14.9 20.0 28.4
Schroder Income Growth Fund NAV total return 15.0 7.6 -5.7 20.6 22.3
Morningstar UK * Total return 18.3 5.1 -0.6 20.6 22.2
Return type 12/02/21 - 22 12/02/22 - 23 12/02/23 - 24 12/02/24 - 25 12/02/25 - 26
Schroder Income Growth Fund Share price total return 11,700 10,550 8,510 12,000 12,840
Morningstar UK * Total return 11,830 10,510 9,940 12,060 12,220
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