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Schroder Income Maximiser

Ranked 105 out of 110 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Thomas See

Thomas See has over 24 years of investment experience, having joined Schroders' investment banking division in 1988 where he worked in structured investments, project financing, tax and property financing, until the investment bank was sold to Citibank in 2000. Thomas re-joined Schroder Investment Management in 2005 to build the open ended structured funds business. As Head of Structured Fund Management, he has responsibility for the Schroders Maximiser range of funds. Thomas holds a BA Hons, MA and PhD in Engineering from Cambridge University and he is currently based in London.

Objective

The Fund's investment objective is to provide income with potential for capital growth primarily through investment in equity and equity related securities of UK companies. The Fund will also use derivative instruments to generate additional income.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2015 - 31/03/2016
  • Rank 105/110 Total Return
  • Rank 83/110 Standard Deviation
  • Rank 105/110 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 3.2%
2015 -6.1% 4.2% -1.9% -9.0% 0.9%
2014 3.4% -2.2% 1.6% 0.4% 3.6%
2013 25.5% 8.7% 2.4% 5.9% 6.5%
2012 26.1% 12.5% -3.4% 9.3% 6.1%
2011 -8.7% 1.2% 0.9% -13.5% 3.4%
2010 9.7% 7.3% -8.4% 12.1% -0.4%
2009 30.8% -9.7% 18.4% 22.9% -0.4%
2008 -21.5% -10.3% -3.3% -5.3% -4.5%
2007 4.7% 2.9% 3.9% -2.4% 0.4%
2006 16.0% 5.5% -0.8% 5.2% 5.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2016

Top 10 Holdings

Stock Size
GlaxoSmithKline PLC ORD 6.41
Aviva PLC ORD 5.80
BP PLC ORD 5.53
AstraZeneca PLC ORD 5.40
Vodafone Group PLC ORD 4.25
HSBC Holdings PLC ORD 4.01
Royal Bank of Scotland Group PLC ORD 3.57
WM Morrison Supermarkets PLC ORD 3.54
Centrica PLC ORD 3.47
Tesco PLC ORD 3.42
31/01/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date04/11/2005
  • Share Class size114Mn
  • Base currencyGBP
  • ISIN GB00B0HWHK75

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).