Schroder US Equity Income Maximiser fund

Select share classes

Schroder US Equity Income Maximiser Fund Z Income GBP

Category US Equity Income
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£0.718

arrow-up£0.002 (+0.31%)

Fund Code

SCUZI

BYP24Z1

GB00BYP24Z16

Prices updated as at 29 Apr 2024
|
Prices in GBP
Investment objective
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 constructed from of the top 500 listed US companies by market capitalisation.
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 charges

Product charges
0.49
0.00
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 23 Apr 2024pdf
Key Information Document / Technical Guide 12 Feb 2024pdf
Annual Reports 20 Oct 2023pdf
Interim Short Report 20 Oct 2023pdf
Annual Short Report 15 Aug 2023pdf
Please note that service charges will also apply. Read more about our fees.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.