Schroder US Eq Inc Mxmsr Fund Z Inc £

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History4.98%
  • 3 Year sharpe0.61
  • 3 Year alpha-2.77
  • Distribution Typeincome
  • BenchmarkS&P 500 TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.49%
  • IA SectorNorth America
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00BYP24Z16

Investment Strategy

The Fund aims to provide income by investing in equity and equity related securities of large US companies. The Fund aims to deliver an income of 5% per year but this is not guaranteed and could change depending on market conditions. The Fund invests at least 80% of its assets in a passively managed portfolio of the top 500 listed US companies by market capitalisation.

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