Schroder Income Maximiser Fund

Select share classes

Schroder Income Maximiser Z Accumulation GBP

Category UK Equity Income


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

£1.118

arrow-up£0.006 (+0.54%)

Fund Code

SCMAZ

B5B0KM5

GB00B5B0KM51

Prices updated as at 28 Mar 2024
|
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.

Fund statusOpen
Fund typeUnit Trust
Fund managerKevin Murphy, Jeegar Jagani, Andrew Evans, Scott Thomson, Ghokhulan Manickavasagar, Mike Hodgson
1.12
0.98
Fund comparative indexFTSE AllSh TR GBP
UK Equity Income
-
0.91
0.10
0.00
UK Equity Income
No
Fund providerSchroder Unit Trusts Limited
Share class launch date11 May 2011
£720.41m
-
7.29
-
Quarterly
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.