Schroder US Equity Income Maximiser Fund Z Income GBP

Category US Equity Income

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

Last buy/sell price

£0.8012

arrow-up£0.00 (+0.01%)

Fund Code

SCUZI

BYP24Z1

GB00BYP24Z16

Prices updated as at 18 Dec 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 investment	25.00

Documents

Document name	Date posted	Download
Fund Provider FactSheet	13 Dec 2024	pdf
Annual Reports	20 Apr 2024	pdf
Annual Short Report	20 Apr 2024	pdf
Key Information Document / Technical Guide	12 Feb 2024	pdf
Interim Short Report	20 Oct 2023	pdf

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Important Information

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