Schroder Income Fund A Income GBP

Category UK Equity Income

Last buy/sell price

£14.56

arrow-up£0.12 (+0.83%)

Fund Code

0764890

GB0007648909

Prices updated as at 21 May 2026

Prices in GBP

Investment objective

The Fund aims to provide income and capital growth in excess of the FTSE All Share (Gross Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of UK companies. The Fund is actively managed and invests at least 80% of its assets in a concentrated range of equity and equity related securities of UK companies. These are companies that are incorporated, headquartered or have their principal business activities in the UK. The Fund typically holds 30 to 50 companies.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide or Product Summary document , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Schroder Unit Trusts Limited

Fund launch date

31 May 1987

Domicile

United Kingdom

UCITS

Yes

Fund manager

Tom Grady

Manager start date

12 Jun 2025

Fund manager biography

Tom is Fund Manager on the UK strategies. He was previously a Forensic Accountant at PwC where he gained experience auditing the banks during the financial crisis and investigating globally significant cases of corporate fraud. He is a CFA Charter holder and Chartered Accountant. Prior to PwC he worked as an engineer in the defence industry and is using some of those technology and data skills now as a member of the data strategy committee where he helps guide research. He gained a MEng in Electrical Engineering from the University of Southampton.

Fund manager

Andrew Lyddon

Manager start date

01 Aug 2025

Fund manager biography

Andrew is a founding member of the Global Value Team and Fund Manager on the UK and European strategies. He has been running value portfolios since 2010 and over time has managed UK, European and Global value portfolios. He has built deep expertise around recovery situations and restructuring financially distressed businesses within public markets. He has passed all levels of the CFA, has an MChem in Chemistry from the University of Bath and an MSc in Intellectual Property Law from Queen Mary College.

Head office

1 London Wall Place

London

United Kingdom

EC2Y 5AU

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