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

£1.309

arrow-up£0.006 (+0.46%)

Fund Code

SCMAZ

B5B0KM5

GB00B5B0KM51

Prices updated as at 10 Mar 2025
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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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAbove Average
Morningstar riskAbove Average
Morningstar rating
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5 - year
Morningstar returnHigh
Morningstar riskAverage
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 28 Feb 2025

Ratios
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1 year3 years
3.910.91
0.851.09
0.530.23
77.2583.99
1.810.49
8.4313.39
4.235.44


Important Information

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