Schroder Income Maximiser Z Income GBP
Category UK Equity Income
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.4625
£0.004 (+0.89%)
Fund Code
SCMIZ
B53FRD8
GB00B53FRD82
Prices updated as at 24 Dec 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.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Unit Trust |
Fund manager | Nick Kirrage, Jeegar Jagani, Andrew Evans, Scott Thomson, Ghokhulan Manickavasagar, Kaarthi Chandrasegaram |
0.47 | |
0.42 | |
Fund comparative index | FTSE AllSh TR GBP |
UK Equity Income | |
- | |
0.91 | |
0.15 | |
0.00 | |
UK Equity Income | |
No | |
Fund provider | Schroder Unit Trusts Limited |
Share class launch date | 11 May 2011 |
£786.86m | |
- | |
6.69 | |
- | |
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.