Schroder Income Maximiser
This is an archived 2011 ISA Guide Featured Fund.
Please see our funds for this year.
| TOTAL AMOUNT SAVED ON CHARGES ON A £10,680 INVESTMENT IS £560.70 |
|---|
| Normal Standard Initial Charge | 5.25% |
| Your Standard Initial Charge after Discount | 0% |
| Annual Management Charge | 1.50% |
| Total Expense Ratio* | 1.65% |
| Fund Unit Type | Acc & Inc |
Schroder Income Maximiser aims to generate an income of 7%* per annum not only by investing in UK companies but also through the judicious use of derivative instruments.
IMA Sector: UK Equity Income
This fund from Schroders won the Trustnet UK Equity Income sector award 2010 and won the UK Equity Income Award at Lipper Fund Awards 2010.
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*Total Expense Ratio (TER): This is the total of the Annual Management Charge plus any additional charges and expenses applied by the fund manager. Additional charges might cover, for example, fees paid to trustees. The amount of additional charges and expenses can be found by deducting the Annual Management Charge from the TER.
Thomas See
