Schroder Income Maximiser Z Accumulation GBP

Category UK Equity Income

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

Last buy/sell price

£1.498

arrow-up£0.001 (+0.07%)

Fund Code

SCMAZ

B5B0KM5

GB00B5B0KM51

Prices updated as at 13 Mar 2026

Prices in GBP

Investment objective

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.

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.

Annual performance (%)

Year	This fund	UK Equity Income
31 Dec 15 - 31 Dec 16	20.67	8.76
31 Dec 16 - 31 Dec 17	8.38	10.73
31 Dec 17 - 31 Dec 18	-1.81	-10.56
31 Dec 18 - 31 Dec 19	9.33	18.95
31 Dec 19 - 31 Dec 20	-17.08	-12.56
31 Dec 20 - 31 Dec 21	26.90	17.81
31 Dec 21 - 31 Dec 22	1.75	-3.44
31 Dec 22 - 31 Dec 23	11.95	6.76
31 Dec 23 - 31 Dec 24	12.55	8.08
31 Dec 24 - 31 Dec 25	24.06	16.92

Trailing returns (%)

Year	This fund	UK Equity Income
1 Day	0.07	-0.01
1 Month	-5.43	-2.86
3 Months	-1.12	3.19
6 Months	5.64	7.22
1 Year	15.85	17.70
3 Years annualised	13.19	10.59
5 Years annualised	12.17	8.55

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.

Schroder Income Maximiser Fund