Schroder Income Fund

Select share classes

Schroder Income Fund Z Accumulation GBP

Category UK Equity Income

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.826

arrow-up£0.015 (+0.83%)

Fund Code

SCIAZ

B3PM119

GB00B3PM1190

Prices updated as at 12 Dec 2025

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 , 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 Grady is a fund manager in Schroders Global Value team, the team manage income, recovery and sustainable strategies across four geographies: UK, European, Global and Emerging Markets. Tom co-manages UK Income and UK Recovery strategies. Tom joined the Value Team in January 2025 as an analyst focused on UK equities. Tom was previously an analyst / fund manager in the Prime UK Equity team from 2021. He joined the UK Equity team in 2015 as a generalist research analyst. His finance career started in forensic accountancy for a leading accountancy firm. His investment career commenced in 2012 as sell-side, small-cap, global technology analyst. Qualifications: Chartered accountant and CFA Charterholder. Degree in Engineering, University of Southampton.

Fund manager

Andrew Lyddon

Manager start date

01 Aug 2025

Fund manager biography

Andrew Lyddon is a fund manager in Schroders Global Value team, the team manage income, recovery and sustainable strategies across four geographies: UK, European, Global and Emerging Markets. Andrew co-manages UK Recovery and UK Income strategies and manager of European Income and European Recovery portfolios. He has managed value portfolios since 2010 and was a founding member of the Global Value team in 2013. He joined Schroders in October 2005 as an Equity Analyst within the Pan-European research team Qualifications: CFA Charterhholder; MSc in Intellectual Property Law from Queen Mary College and a Degree in Chemistry from Bath University.

Head office

1 London Wall Place

London

United Kingdom

EC2Y 5AU

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Important Information

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