SCF seeks to deliver income
growth ahead of inflation by way of rising dividends, as well as capital growth – an objective it has achieved for 28 consecutive years. The company invests across the UK market cap and growth/value spectrum.
In this interview we speak to manager Sue Noffke, who has been lead-manager since 2011, about how the company has changed tack through the recent inflation spike; how its flexible size and style mandate has helped it navigate recent challenges; the outlook for key holdings including Shell, AstraZeneca and GSK; and what the UK market needs to do to overcome its long malaise.
