The Schroder Income Maximiser aims to deliver an annual target yield while providing the prospect of some capital growth over the long term.
The fund Manager may selectively sell short dated call options over securities or portfolios of securities held by the fund or indices, in order to generate additional income by setting target 'strike' prices at which those securities may be sold in the future.
See below for the discount you will receive by investing through the Fair Investment ISA and Investment Account and to view the latest factsheet and fund brochure.
|Standard Initial Charge||5.25%
|Initial Charge after Discount||0.00%
View Factsheet »
*Schroder Income Maximiser aims to generate an income of 7% per year. Annual target yield is adjusted quarterly and will change as capital values rise or fall. Yield is variable and not guaranteed. Target yield quoted is net of basic rate tax.
To invest or transfer into the Schroders Income Maximiser fund, fill in the form to receive:
- Our Investment and ISA Service pack
- 0.00% initial charge, discounted annual management charge
- Online access - view your investments online
- Access to our Investment Helpline