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.
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 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.
Rank 19/49 Total Return
Rank 28/49 Standard Deviation
Rank 36/49 Max Drawdown
|17||Henderson Global Equity Income A Inc||
|18||Kames Global Equity Income C Inc GBP||
|19||Schroder ISF Global Dividend Maximiser GBP C Dis||
|20||Capital Group World Div Growers (LUX) B GBP||
|21||Newton Global Income GBP Inc||
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|27||Veritas Global Equity Income GBP A||
|28||Schroder ISF Global Dividend Maximiser GBP C Dis||
|28||Neptune Global Income A Acc GBP||
|30||Fidelity Global Dividend A GBP Acc||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date25/01/2008
- Share Class size00Mn
- Base currencyGBP
- Min. initial investment350,000
- Min. additional investment0
- Annual management1.0%
- Initial investment1