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Schroder ISF Global Dividend Maximiser

Ranked 28 out of 53 in - Global Equity Income over 12 months
All calculations are in GBP

Managed by

Ian Kelly

European equity analyst and portfolio manager, Ian Kelly started his career at Schroders in 2007. He also runs institutional mandates and within his investment strategy he uses dividend yield with enhanced income through a covered call overlay strategy. Ian is a CFA charterholder and also holds a PhD in Biophysics from Newcastle University.

Jamie Lowry

London-based Jamie Lowry has been working at Schroders since 2004 having started as a research analyst. Since 2010 he has been a fund manager and runs global all cap equity funds with a value and income approach. He holds the Investment Management Certificate, the Securities Representative Certificate and is a CFA Charterholder. He studied financial and business economics at Royal Holloway, University of London.

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.


To provide income and capital growth primarily through investment in equities or equity related securities worldwide. The fund will also selectively enter into option contracts to generate additional income. To enhance the yield of the Fund, the Investment Manager will selectively sell short dated call options over individual securities held by the Fund, in order to generate extra income by effectively agreeing target 'strike' price at which those securities will be sold in the future. The Fund may also sell put options on securities to be bought in future.


Global Equity Income over : 31/10/2014 - 31/10/2015

Total Return

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 6.4% -6.8% -5.6%
2014 11.0% 1.2% 1.5% 1.8% 6.2%
2013 13.3% 8.7% -0.7% 0.4% 4.6%
2012 13.3% 8.4% -4.2% 6.3% 2.6%
2011 -0.2% 2.3% 2.3% -12.3% 8.8%
2010 10.9% 4.9% -6.8% 6.9% 6.1%
2009 11.2% -10.3% 3.7% 15.7% 3.3%
2008 -4.4% -5.4% 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Gibraltar
  7. Greece
  8. Luxembourg
  9. Malta
  10. Netherlands
  11. Norway
  12. Poland
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date25/01/2008
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0339281494

Purchase Info

  • Min. initial investment350,000
  • Min. additional investment0


  • Annual management1.00%
  • Initial investment1

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