Schroder US Equity Income Maximiser fund

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Schroder US Equity Income Maximiser Fund L Accumulation GBP

Category US Equity Income

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

Last buy/sell price

£1.258

arrow-up£0.006 (+0.48%)

Fund Code

SCUXA

BYP2581

GB00BYP25813

Prices updated as at 12 Dec 2025

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.

Company name

Schroder Unit Trusts Limited

Fund launch date

25 Apr 2017

Domicile

United Kingdom

UCITS

Yes

Lead manager

Jeegar Jagani

Lead manager start date

25 Apr 2017

Lead fund manager biography

Jeegar Jagani is a Structured Fund Manager at Schroders, which involves Yield Management, Structuring and Execution of Options for Enhanced Income Funds. He joined Schroders in 2008 and is based in London. Jeegar was a Quantitative Analyst at Royal London Asset Management from 2003 to 2008, which involved supporting the performance team, providing Quantitative output to Equity and Fixed Income Fund Managers. Structuring and Execution of OTC Derivatives in Fixed Income and Equities. Member of the CFA Insitute and CFA Society of the UK Qualifications: CFA Charterholder; BSc in Mathematics and Computer Science from University of Surrey.

Lead manager

Scott Thomson

Lead manager start date

25 Apr 2017

Lead fund manager biography

Scott Thomson is a Fund Manager at Schroders, which involves the Yield Management, Structuring and Execution of Options for Enhanced Income Funds, including the call option overlay strategy for the Maximiser Fund Range. He joined Schroders in 1997 and is based in London. Scott was a Quantitive Fund Manager/Analyst for the Investment Process Research Unit at Schroder Investment Management from 2004 to 2009. He was a Junior Fund Manager, Manager of EAFE Deal Implementation Team at Schroder Investment Management from 1997 to 2004. He was a Equity Fund Analyst at Morgan Grenfell Asset Management from 1995 to 1997. Qualifications: BA Honours Degree in Applied Economics from University of Abertay, Dundee.

Head office

1 London Wall Place

London

United Kingdom

EC2Y 5AU

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