Schroder US Equity Income Maximiser Fund L Income GBP
Category US Equity Income
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.6795
£0.011 (+1.60%)
Fund Code
SCUXI
BYP2569
GB00BYP25698
Prices updated as at 25 Apr 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | US Equity Income |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | - | - |
| 31 Mar 15 - 31 Mar 16 | - | - |
| 31 Mar 16 - 31 Mar 17 | - | - |
| 31 Mar 17 - 31 Mar 18 | - | - |
| 31 Mar 18 - 31 Mar 19 | 16.61 | 15.85 |
| 31 Mar 19 - 31 Mar 20 | -3.43 | -10.63 |
| 31 Mar 20 - 31 Mar 21 | 32.92 | 33.55 |
| 31 Mar 21 - 31 Mar 22 | 19.70 | 19.01 |
| 31 Mar 22 - 31 Mar 23 | -4.45 | -0.05 |
| 31 Mar 23 - 31 Mar 24 | 24.69 | 14.23 |
| 31 Mar 24 - 31 Mar 25 | 0.89 | 4.42 |
Trailing returns (%)
| Year | This fund | US Equity Income |
|---|---|---|
| 1 Day | 1.60 | 0.71 |
| 1 Month | -7.57 | -7.07 |
| 3 Months | -15.99 | -12.87 |
| 6 Months | -8.74 | -7.21 |
| 1 Year | 0.27 | 0.21 |
| 3 Years annualised | 6.58 | 4.57 |
| 5 Years annualised | 11.57 | 11.68 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
