Schroderome Growth Fund (LSE:SCF) ROA %: 28.63% (As of Feb. 2026) — 429% Above Median


LSE:SCF Schroder Income Growth Fund PLC LSE:SCF
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What is Schroderome Growth Fund ROA %?

Schroderome Growth Fund LSE:SCF +0.28% 29 ROA % is 28.63% as of Feb. 2026, which is 429% above its 10-year median of 5.41. GuruFocus rates LSE:SCF with a GF Score™ of 29/100. The stock has 5 warning signs investors should review. Among 1,639 Asset Management companies, Schroderome Growth Fund ranks better than 88.53% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Schroderome Growth Fund's annualized Net Income for the quarter that ended in Feb. 2026 was £80.27 Mil. Schroderome Growth Fund's average Total Assets over the quarter that ended in Feb. 2026 was £280.33 Mil. Therefore, Schroderome Growth Fund's annualized ROA % for the quarter that ended in Feb. 2026 was 28.63%.

The historical rank and industry rank for Schroderome Growth Fund's ROA % or its related term are showing as below:

LSE:SCF' s ROA % Range Over the Past 10 Years
Min: -12.29   Med: 5.41   Max: 26.18
Current: 19.83

During the past 13 years, Schroderome Growth Fund's highest ROA % was 26.18%. The lowest was -12.29%. And the median was 5.41%.

LSE:SCF's ROA % is ranked better than
88.53% of 1639 companies
in the Asset Management industry
Industry Median: 3.95 vs LSE:SCF: 19.83

Schroderome Growth Fund  (LSE:SCF) ROA % Explanation

ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A bank’s ROA % is typically well under 2%.

Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:

ROA %(Q: Feb. 2026 )
=Net Income/Total Assets
=80.266/280.3275
=(Net Income / Revenue)*(Revenue / Total Assets)
=(80.266 / 80.862)*(80.862 / 280.3275)
=Net Margin %*Asset Turnover
=99.26 %*0.2885
=28.63 %

Note: The Net Income data used here is two times the semi-annual (Feb. 2026) net income data. The Revenue data used here is two times the semi-annual (Feb. 2026) revenue data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.

E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.


Schroderome Growth Fund ROA % Related Terms


Schroderome Growth Fund ROA % Historical Data

* Premium members only.

The historical data trend for Schroderome Growth Fund's ROA % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Schroderome Growth Fund ROA % Chart

Schroderome Growth Fund Annual Data
Trend Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23 Aug24 Aug25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 26.18 -2.46 3.41 15.05 7.76

Schroderome Growth Fund Semi-Annual Data
Aug16 Feb17 Aug17 Feb18 Aug18 Feb19 Aug19 Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24 Aug24 Feb25 Aug25 Feb26
ROA % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 3.23 27.15 4.75 10.82 28.63

LSE:SCF vs BLK, BX, KKR: ROA % Comparison

For the Asset Management subindustry, Schroderome Growth Fund's ROA %, along with its competitors' market caps and ROA % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Schroderome Growth Fund ROA % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Schroderome Growth Fund's ROA % distribution charts can be found below:

* The bar in red indicates where Schroderome Growth Fund's ROA % falls into.


LSE:SCF
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Schroder Income Growth Fund PLC LSE:SCF
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Schroderome Growth Fund ROA % Calculation

Schroderome Growth Fund's annualized ROA % for the fiscal year that ended in Aug. 2025 is calculated as:

ROA %=Net Income (A: Aug. 2025 )/( (Total Assets (A: Aug. 2024 )+Total Assets (A: Aug. 2025 ))/ count )
=20.37/( (262.01+262.814)/ 2 )
=20.37/262.412
=7.76 %

Schroderome Growth Fund's annualized ROA % for the quarter that ended in Feb. 2026 is calculated as:

ROA %=Net Income (Q: Feb. 2026 )/( (Total Assets (Q: Aug. 2025 )+Total Assets (Q: Feb. 2026 ))/ count )
=80.266/( (262.814+297.841)/ 2 )
=80.266/280.3275
=28.63 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is two times the semi-annual (Feb. 2026) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 28.63% mean?
Schroderome Growth Fund (LSE:SCF) has a ROA % of 28.63% as of Feb. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Schroderome Growth Fund and its competitors. This is 429% above median its historical median of 5.41. According to the industry distribution chart, Schroderome Growth Fund ranks #188 out of 1639 companies in the Asset Management industry, placing it in the top 11.5%.
Is Schroderome Growth Fund's ROA % too high?
Schroderome Growth Fund's current ROA % of 28.63% is 429% above median its 10-year median of 5.41. The Asset Management industry median ROA % is 3.95. Schroderome Growth Fund's value of 28.63% is 624.8% above this industry median. Based on the distribution chart, Schroderome Growth Fund ranks #188 out of 1639 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Schroderome Growth Fund has a GF Score™ of 29/100, reflecting its overall financial health beyond just this single metric.
How does Schroderome Growth Fund's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroderome Growth Fund ranks #188 out of 1639 companies for ROA %. This places Schroderome Growth Fund in the top 12% of its industry — outperforming the majority of peers. The industry median ROA % is 3.95. Schroderome Growth Fund's value of 28.63% is 624.8% above this benchmark. While the company's 10-year median is 5.41 vs. the industry median of 3.95, Schroderome Growth Fund has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for an Asset Management company?
The median ROA % among Asset Management companies is 3.95, based on 1,639 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Schroderome Growth Fund's current ROA % of 28.63% is 624.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Schroderome Growth Fund and its competitors. For the Asset Management industry, the median ROA % is 3.95 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schroderome Growth Fund's current ROA % is 28.63%, which is 429% above median its own 10-year median of 5.41. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroderome Growth Fund stock overvalued right now?
Schroderome Growth Fund (LSE:SCF) has a current ROA % of 28.63%. The current ROA % is 28.63%, which is 429% above median its 10-year median of 5.41 and 624.8% above the Asset Management industry median of 3.95. Schroderome Growth Fund's overall GF Score™ is 29/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Schroderome Growth Fund (LSE:SCF), the current ROA % is 28.63% as of Feb. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Schroderome Growth Fund Business Description

Address 1 London Wall Place, London, GBR, EC2Y 5AU
Schroder Income Growth Fund PLC is an investment trust engaged in the business of asset management. It manages assets of institutional and retail investors, financial institutions, and high net worth individuals. The company's objective is to provide growth of income by investing mainly in above average yielding UK equities, fixed income, multi-asset, alternatives and real estate asset classes. It invests across the markets with a focus on building a diversified portfolio within a risk-controlled framework and also consists of research, portfolio construction, and review/sell discipline stages.
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