Schroder Income Maximiser Z Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History6.76%
  • 3 Year sharpe0.15
  • 3 Year alpha-4.41
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.91%
  • IA SectorUK Equity Income
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B53FRD82

Investment Strategy

The Fund aims to provide income and capital growth by investing in equity and equity-related securities of UK companies. The Fund aims to deliver an income of 7% per year but this is not guaranteed and could change depending on market conditions. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of UK companies which are selected for their long term income and capital growth potential. These are companies that are incorporated, headquartered or have their principal business activities in the UK.

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