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Schroder Income Maximiser

Ranked 14 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Mike Hodgson

Mike Hodgson is currently Head of Risk Managed Investments and Structuring at Schroders. He has more than 20 years of experience in financial markets. His career began at J Henry Schroder & Co. Limited as Principal Interest Rate Derivatives Trader and Global Head of Structured Products and Equity Derivatives (from 1987 – 2000). He then went on to work for Citigroup in 2000 as their European Head of New Product Development. In 2004, he joined ABN AMRO Bank NV / Royal Bank of Scotland NV as Global Head of Equity Derivatives Structuring and then Head of Fund Derivatives Trading and Structuring before returning to Schroders in 2011 as Head of Risk Managed Investments and Structuring.

Nick Kirrage

Nick Kirrage is a CFA Charterholder and has a masters degree in aeronautical engineering. He joined Schroders in 2001 within the Pan European research team. Previously responsible for a number of sectors including Transport, Metals & Mining and Aerospace and Defence sectors. He is currently co-head of Schroder’s Global Value Equity team with Kevin Murphy. Together they manage the Schroder Income, Schroder Recovery and Schroder ISF Global Recovery funds.

Kevin Murphy

Kevin Murphy is a CFA Charterholder and has a degree in economics. His investment career commenced in 2000 in Schroders’ UK Equity fund management team. Subsequently Kevin was a sector analyst for Pan European Construction and Building Materials. He is currently co-head of Schroder’s Global Value Equity team with Nick Kirrage. Together they manage the Schroder Income, Schroder Recovery and Schroder ISF Global Recovery funds.

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 : 31/03/2016 - 31/03/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 2.2%
2016 20.2% 3.2% 0.1% 7.9% 7.9%
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

28/02/2017

Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 5.83
GlaxoSmithKline PLC ORD 5.55
BP PLC ORD 5.32
Royal Bank of Scotland Group PLC ORD 4.97
Aviva PLC ORD 4.94
Pearson PLC ORD 4.37
Royal Dutch Shell Plc B ORD 4.32
Barclays PLC ORD 4.32
Centrica PLC ORD 4.22
Cisco Systems Inc ORD 3.68
28/02/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date04/11/2005
  • Share Class size112Mn
  • 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).