Shows
JohnBaronPortfolios.co.ukSchroder Income Growth (SCF)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 ov...2024-10-0934 min
After Aston I...After Aston I... oversaw £6 billion of assetsIn this episode, Katrina and Geoff speak to Sue Noffke, an Aston University alumna who has built a successful career in the finance sector. Graduating in 1989 with a degree in business and biochemistry, Sue gained early experience in investment during her placement year at Schroders, a global asset management company. She returned to Schroders post-graduation and has risen to head its UK equities division, managing a portfolio worth 6 billion pounds. Sue shares insights into her role, detailing the responsibilities of overseeing investments and the importance of equities in the market. She discusses the rarity of spending an entire career...2024-06-0529 min
Kepler Trust Intelligence PodcastThe income opportunity in UK equities, with SCF’s Sue NoffkeIn this episode of Trust Issues, we're joined by Sue Noffke. Sue is Head of UK Equities at Schroders and Manager of Schroder Income Growth (SCF). We talk about the opportunity in UK equities, areas of the market that look attractive and Sue's outlook for the year ahead. You can skip to individual questions using the buttons below:
00:00 - Risking warning
01:33 - What is SCF and what do you invest in?
03:40 - How have rate hikes shaken up things for income investors?
06:35 - How have you positioned the portfolio given now we are seeing i...2023-12-1129 min
FTAdviser Podcast“Liz Truss has an easier job than the Bank of England”The task facing the Bank of England in controlling inflation is harder than that facing the new prime minister, an expert has said.Speaking to chief reporter at FTAdviser, Sally Hickey, guests David Henry, investment manager at Quilter Cheviot, and Sue Noffke, head of UK equities at Schroders, said the road ahead is unclear.“I think Liz Truss has an easier job than the Bank of England,” said investment manager at Quilter Cheviot, David Henry, adding that we need to get a handle on inflation.Noffke said it is unclear whether the new pack...2022-09-0921 min
The Wealth ShowSchroders' Noffke - FTSE is a poor proxy for UK economyEarlier this week Sue Noffke, head of UK equities at Schroders, spoke about investing in the UK market, despite recessionary fears.
She looked at why FTSE large laps aren’t necessarily tied to the health of the UK economy, but also why some mid-caps shouldn’t be disregarded.2022-06-1519 min
On The MoneyThe Richard Hunter Interview: have we pressed pause on ESG?Sue Noffke, lead fund manager of the Schroder Income Growth Fund, joins Richard to talk ESG(environment, social and governance), dividend cuts and generating income from UK markets.Enjoyed listening? Please like and subscribe for free to the ii Podcast.Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.Follow us on social media:Twitter: https://twitter.com/ii_coukFacebook: https://www.facebook.com/weareiiLinkedIn: https://www.linkedin.com/company/interactive-investorInstagram: https://www.instagram.com/interactive_investor2022-03-1518 min
Citywire: The Funds Fanatic ShowSchroders: ‘Exciting’ Shell can help manage climate changeSue Noffke, head of UK equities at Schroders, discusses dividends, the UK stock market recovery and her battle to make businesses like oil giant Royal Dutch Shell sustainable.2021-08-0630 min
FundCalibre - Investing on the go121. Why revenue reserves are so useful for income investorsSue Noffke has been running Schroder Income Growth Fund for the past decade. In this episode, she tells us which shares she has owned throughout the whole ten years and which have contributed most to performance. She also discusses the outlook for UK equities and dividend payments, and tells us how she used the revenue reserve in 2020 – but has plenty left should it be needed again.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or...2021-03-0408 min