Schroder Income Maximiser Z Acc

Name
Schroder Income Maximiser Z Acc
Manager
Schroder Unit Trusts Limited
Type
Unit Trust
ISIN
GB00B5B0KM51
Sector
UK Equity Income
Launched
11/05/2011
OCF
0.91 %
Risk Rating
3
3 Year Sharpe
0.92
3 Year Alpha
1.62
Yield
6.8 %
Benchmark
FTSE AllSh TR GBP
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.
Holding %
Pearson PLC 5.56 %
HSBC Holdings PLC 5.56 %
BP PLC 5.34 %
GlaxoSmithKline PLC 5.00 %
Anglo American PLC 4.85 %
Aviva PLC 4.62 %
Centrica PLC 4.50 %
South32 Ltd 4.40 %
Morrison (Wm) Supermarkets PLC 4.18 %
Cisco Systems Inc 3.92 %
Region %
United Kingdom 84.34 %
United States 9.07 %
Sector %
Financial Services 30.99 %
Consumer Cyclical 13.61 %
Basic materials 11.95 %
Energy 10.46 %
Healthcare 9.72 %
Consumer Defensive 8.17 %
Technology 6.96 %
Utilities 6.59 %
Name
Schroder Unit Trusts Limited
Address
EC2V 7QA, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Mike Hodgson
Joined 07/26/2016

Mike Hodgson is Head of Risk Managed Investments and Structuring at Schroders, which involves, in the case of RMI, the management of outcome-oriented growth strategies. Usually this involves modifying the distribution of outcomes, often through the use of derivatives. Structuring involves the design of RMI strategies, and the design and execution of OTC derivatives. He joined Schroders in 2011 and is based in London. Mike was Head of Fund Derivatives Structuring and Trading at ABN AMRO Bank NV from 2006 to 2010, which involved designing, executing and hedging products and solutions that provide an exposure to funds. He was Head of Global Equity Derivatives Structuring at ABN AMRO Bank NV from 2004 to 2006, which involved designing products and solutions that provide an exposure to equities. He was Head of Structured Products and Equity Derivatives at J Henry Schroder & Co. Limited from 1996 to 2000, which involved designing, executing and hedging products and solutions across all asset classes. He was also responsible for equity and fund derivatives trading. When JHS was acquired by Citigroup in 2000, Mike became Head of New Product Development. He was an Interest Rate Derivatives Trader at J Henry Schroder & Co Limited from 1987 to 1992, which involved making markets in and trading and hedging interest rate swaps, swaptions, caps and floors. In 1992, Mike moved to JHS's Structured Products team (which he later led) expanding into derivative instruments across all asset classes. Mike owns US patents in relation to certain financial instruments that enable market participants to trade and hedge volatility exposure. Qualifications: PhD in Physics from Cambridge University; BSc in Physics from Imperial College, London.

Nick Kirrage
Joined 05/18/2010

Nicholas Kirrage is a Co-head of the Global Value Team at Schroders, and a founding member in 2013 of this team of value investors who manage UK, European and global portfolios . He is co-manager of the Schroder UK Income, Schroder UK Recovery and Global Recovery funds. He joined Schroders in 2001 and is based in London. Nicholas was a Fund Manager and Analyst at Schroders from 2001 to 2013, commencing his career in the Pan European research team with responsibility for Transport, Metals & Mining and Aerospace and Defence sectors. He became a co-fund manager in 2006 of the Schroder Recovery Fund and in 2010 of the Schroder Income Fund. Qualifications: CFA Charterholder; Meng in Aeronautical Engineering from Bristol University.

Kevin Murphy
Joined 05/18/2010

Kevin Murphy is a Co-head of the Global Value Team at Schroders, and a founding member in 2013 of this team of value investors who manage UK, European and global portfolios. He is co-manager of the Schroder UK Income, Schroder UK Recovery and Global Recovery funds. He joined Schroders in 2000 and is based in London. Kevin was a Fund Manager and Analyst at Schroders from 2000 to 2013, commencing his career in the UK equity fund management team before taking responsibility for the Pan European Construction and Building Materials sectors. He became co-manager of the Schroder Recovery Rund in 2006 and the Schroder Income Fund in 2010. Qualifications: CFA Charterholder; BSc in Economics from Manchester University.

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