The Lemon Fool

Here;

viewtopic.php?p=431099#p431099

The item includes this on dividends;

The Board has declared an interim dividend of 37.0 pence per share (interim dividend 2020: 35.0 pence), amounting to £101.3 million (H1 2020: 95.6 million) in total. The dividend will be paid on 23 September 2021 to shareholders on the register at 20 August 2021.

Ian.

A 5.7% increase on last year's 35p interim, which is very welcome after a sub-1% increase in 2018 and two years of held dividends in 2019 and 2020. But Schroders is falling well short of its double-digit 10-year dividend growth record when I first bought it for my HYP in 2016.

Still, it's delivered dividends totalling about 17% of the total purchase price of my holdings (SDRC, of course, not SDR), which were bought in 2016, 2017 and early 2018 (*) and so have been held for about 4 years on average, and the capital value of those holdings is currently an average of about 16% up on purchase price. So a solid contributor to my HYP - just mildly disappointing when it had showed promise of being somewhat more...

(*) Excluding a small top-up I bought just over 3 weeks ago, which hasn't been held for anything like long enough to judge its performance!

Gengulphus

The investment landscape has changed since the earlier years. Blame it on all those who buy and love trackers. They have had the effect of moving funds away from active management and have helped drive down fees. That has put pressure on active fund managers like Schroders but they are a well run outfit and have the stability of the Schroder family holding. Since 2016, you have also probably had an uplift in the share price of around 25%

Could be worse. Think SLA (or abrdn!)

Dod

Dod101 wrote:The investment landscape has changed since the earlier years. Blame it on all those who buy and love trackers. They have had the effect of moving funds away from active management and have helped drive down fees. That has put pressure on active fund managers like Schroders but they are a well run outfit and have the stability of the Schroder family holding. Since 2016, you have also probably had an uplift in the share price of around 25%

Could be worse. Think SLA (or abrdn!)

Dod

I often do. And am glad I don’t hold either anymore, ie the later pair.

Ian.

Dod101 wrote:Since 2016, you have also probably had an uplift in the share price of around 25%

I wonder why I bothered posting what my actual capital value uplift was... :-(

Gengulphus

OK I missed that, 16% is not to be sniffed at. It is still a lot better than some anyway.

Dod

Dod101 wrote:OK I missed that, 16% is not to be sniffed at. It is still a lot better than some anyway.

Dod

Mine’re on a par with that ‘uplift’, and I agree, not to be sniffed at. I’m unlikely to top up my holdings any time soon though.

Ian.

Or tp put another way.....

I've enjoyed a TR of 10.74% pa since my investment in Feb 2016 - considerably better than my HYP median return.

Arb.