Start Your Journey To Wealth

It takes just a few minutes to register.

Your Money - Best Investment ISA - Large Portfolio 2024
Boring money - Best for Customer Service 2022
Broker Chooser - Best broker for funds 2022

Schroder Income Maximiser Z Inc

ISIN: GB00B53FRD82 | MEX: SIAXIM | CITI: NND2

  • Buy 46.5 GBX

  • Sell 46.5 GBX

  • Price Change 1.15290%

Past Performance

  • 24th Apr 2020 to 24th Apr 202137.65%
  • 24th Apr 2021 to 24th Apr 202217.52%
  • 24th Apr 2022 to 24th Apr 20235.44%
  • 24th Apr 2023 to 24th Apr 20246.16%
  • 24th Apr 2024 to 24th Apr 202512.13%
Login Open an account

Objectives and Approach

The fund aims to provide income and capital growth by investing in equity and equity-related securities of UK companies. The fund aims to deliver an income of 7% per year but this is not guaranteed and could change depending on market conditions.

Key Information

Inception 4th Nov 2005
Historic Yield 7.1100%
Sector IA UK Equity Income
Fund Size £775.907mn
Fund Type UNIT
Classification Income

Charges

Total Ongoing Charges 
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing. 		1.0477%
Initial Charge 0%
AMC 0.91%
Our Platform Charge
We charge a platform fee of 0.30%. Our charges are shown on our rates and charges sheet 		0.30%

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here 		0.30%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available 		N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs 		1.0477%
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Performance

  • Chart Options

    Select Timeframe
    From
    To
    Add comparator to chart
    None
    This fund's IA Sector (IA UK Equity Income)
    Another IA Sector
    Search for Fund Comparator
      Add a FTSE Index

      Current Comparators


      • Cumulative Performance

        1 month3 months6 months1 year3 years5 years
        -3.57% -1.03% 2.49% 12.13% 25.51% 103.02%

        Important Information
        Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.

        The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.



      Composition

      View Fund Allocation by:

      TOP 10 HOLDINGS TOP 10 ASSETS TOP 10 SECTORS TOP 10 GEOGRAPHIES

      Important Documents


      The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.

      Fund Provider Factsheet
      The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured. &nbsp;
      FUND PROVIDER FACTSHEET
      329,597 bytes PDF Document; last updated 31 Mar 2025
      Key Investor Information Document This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
      KEY INVESTOR INFORMATION DOCUMENT
      81,682 bytes PDF Document; last updated 12 Feb 2025
      Annual Report A report published by the Fund Management Group detailing the progress of the fund during the course of the previous 12 months. The information provided includes a financial statement for the group as a whole.
      ANNUAL REPORT
      456,415 bytes PDF Document; last updated 31 Aug 2024
      Semi Annual Report Published periodically through the course of the financial year of the fund, the report provides an overview of the fund's performance and the prospects for the remainder of the year. Included are portfolio changes (i.e. which stocks have been bought and sold), and changes in the geographical breakdown during the course of the previous 12 months.
      SEMI-ANNUAL REPORT
      300,315 bytes PDF Document; last updated 29 Feb 2024
      Prospectus This is a formal document which contains details of the funds' objectives, investment strategies, risks, performance, distribution policy, fees and expenses and, fund management style.  A fund’s prospectus must be lodged with the Financial Conduct Authority (FCA) for authorisation.
      PROSPECTUS
      1,623,207 bytes PDF Document; last updated 14 Apr 2025
      GET ADOBE READER

      Management Team

      Nick Kirrage Kaarthi Chandrasegaram Jeegar Jagani Ghokulan Manickavasagar Scott Thomson Andrew Evans

      Nick Kirrage has managed this fund for 10 months.

      Nick Kirrage Nick joined Schroders in 2001, initially working as part of the Pan European research team, providing insight and analysis on a broad range of sectors including transport, aerospace, mining and chemicals. In 2006, with Kevin Murphy, he took over management of a fund that seeks to identify and exploit deeply out-of-favour investment opportunities. In 2010, with Kevin, he also took over management of the team’s flagship UK value fund, seeking to offer income and capital growth. Nick has a Masters degree in aeronautical engineering and is a CFA Charterholder.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Nick

      Name of Security Sole/Co Managed Since
      Schroder Income Co Jun 2024
      Schroder Recovery Co Jun 2024
      Schroder Income Co Jun 2024
      Schroder Income Maximiser Co Jun 2024
      Schroder Recovery Co Jun 2024

      Kaarthi Chandrasegaram has managed this fund for 9 months.

      Kaarthi Chandrasegaram There is currently no biography information for Kaarthi Chandrasegaram.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Kaarthi

      Name of Security Sole/Co Managed Since
      Schroder UKLEIM Co Jul 2024
      Schroder Asian Income Maxim Co Jul 2024
      Schroder ISFGDvMax Co Jul 2024
      Schroder ISF ErpnDiv Max Co Jul 2024
      Schroder US Eq Inc Maximiser Co Jul 2024
      Schroder Monthly Income Co Jul 2024
      Schroder ISFGDvMax Co Jul 2024
      Schroder Asian Income Maxim Co Jul 2024
      Schroder US Eq Inc Maximiser Co Jul 2024
      Schroder Income Maximiser Co Jul 2024
      Schroder Monthly Income Co Jul 2024

      Jeegar Jagani has managed this fund for 13 years and 3 months.

      Jeegar Jagani There is currently no biography information for Jeegar Jagani .

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Jeegar

      Name of Security Sole/Co Managed Since
      Schroder UKLEIM Co Dec 2020
      Schroder Asian Income Maxim Co Jan 2012
      Schroder ISFGDvMax Co Jan 2012
      Schroder ISF ErpnDiv Max Co Jan 2012
      Schroder US Eq Inc Maximiser Co Apr 2017
      Schroder Monthly Income Co May 2012
      Schroder ISFGDvMax Co Jan 2012
      Schroder Asian Income Maxim Co Jan 2012
      Schroder US Eq Inc Maximiser Co Apr 2017
      Schroder Income Maximiser Co Jan 2012
      Schroder Monthly Income Co May 2012

      Ghokulan Manickavasagar has managed this fund for 7 years and 8 months.

      Ghokulan Manickavasagar There is currently no biography information for Ghokulan Manickavasagar.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Ghokulan

      Name of Security Sole/Co Managed Since
      Schroder UKLEIM Co Dec 2020
      Schroder Asian Income Maxim Co Aug 2017
      Schroder ISFGDvMax Co Aug 2017
      Schroder ISF ErpnDiv Max Co Aug 2017
      Schroder US Eq Inc Maximiser Co Aug 2017
      Schroder Monthly Income Co Aug 2017
      Schroder ISFGDvMax Co Aug 2017
      Schroder Asian Income Maxim Co Aug 2017
      Schroder US Eq Inc Maximiser Co Aug 2017
      Schroder Income Maximiser Co Aug 2017
      Schroder Monthly Income Co Aug 2017

      Scott Thomson has managed this fund for 16 years and 1 month.

      Scott Thomson There is currently no biography information for Scott Thomson.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Scott

      Name of Security Sole/Co Managed Since
      Schroder UKLEIM Co Dec 2020
      Schroder Asian Income Maxim Co Jun 2010
      Schroder ISFGDvMax Co Mar 2009
      Schroder ISF ErpnDiv Max Co Mar 2009
      Schroder US Eq Inc Maximiser Co Apr 2017
      Schroder ISFGDvMax Co Mar 2009
      Schroder Asian Income Maxim Co Jun 2010
      Schroder US Eq Inc Maximiser Co Apr 2017
      Schroder Income Maximiser Co Mar 2009

      Andrew Evans has managed this fund for 2 years and 5 months.

      Andrew Evans Andrew Evans, CFA Joined Schroders in June 2015 as a member of the Global Value Team. Prior to Schroders, Andrew worked at Threadneedle, responsible for the UK research process. His investment career commenced in 2001 at Dresdner Kleinwort as a Pan-European transport analyst. He is Chartered Financial Analyst and has completed Degree in Economics, Exeter University.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Andrew

      Name of Security Sole/Co Managed Since
      Schroder Eur Rec Co May 2018
      Schroder Income Co Nov 2022
      Schroder Income Co Nov 2022
      Schroder Eur Rec Co May 2018
      Schroder Income Maximiser Co Nov 2022

      Investment involves risk. You may get back less than invested.