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Schroder US Equity Income Maximiser L Income GBP Monthly header image

Schroder US Equity Income Maximiser L Income GBP Monthly

Fund

ISIN GB00BNV5MZ39 / Valor 13849383

NAV (2025-11-24)
GBP 0.55+1.25%

Schroder US Equity Income Maximiser L Income GBP Monthly
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The Schroder US Equity Income Maximiser Fund seeks to generate income by primarily investing in the top 500 large-cap US companies. To enhance its income potential, the fund strategically sells short-dated call options on selected stocks or indices, which allows it to earn additional returns when these assets perform within set parameters. Besides its core holdings, the fund may diversify by including various other securities, derivatives, and cash positions to manage risk and optimize performance. This approach is designed to provide a steady income stream while adapting to different market environments.

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Tags:
us equities s&p 500 covered call investment association north american

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OTHER SHARE CLASSES OF THIS FUND

Schroder US Equity Income Maximiser Fund X Income GBP
Schroder US Equity Income Maximiser Fund X Income GBP Schroder US Equity Income Maximiser Fund X Income GBP Valor: 12307212
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Annual Return

-50%0%+50%

Risk level

110
-0.43%GBP 0.62
Schroder US Equity Income Maximiser Fund Q Accumulation GBP
Schroder US Equity Income Maximiser Fund Q Accumulation GBP Schroder US Equity Income Maximiser Fund Q Accumulation GBP Valor: 36565902
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.29%GBP 1.25
Schroder US Equity Income Maximiser Fund Z Income GBP
Schroder US Equity Income Maximiser Fund Z Income GBP Schroder US Equity Income Maximiser Fund Z Income GBP Valor: 36565906
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Annual Return

-50%0%+50%

Risk level

110
1.25%GBP 0.80
Schroder US Equity Income Maximiser Fund L Accumulation GBP
Schroder US Equity Income Maximiser Fund L Accumulation GBP Schroder US Equity Income Maximiser Fund L Accumulation GBP Valor: 36565913
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Annual Return

-50%0%+50%

Risk level

110
1.31%GBP 1.24
Schroder US Equity Income Maximiser Fund L Income GBP
Schroder US Equity Income Maximiser Fund L Income GBP Schroder US Equity Income Maximiser Fund L Income GBP Valor: 36565912
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.26%GBP 0.81
Schroder US Equity Income Maximiser Fund Q Income GBP
Schroder US Equity Income Maximiser Fund Q Income GBP Schroder US Equity Income Maximiser Fund Q Income GBP Valor: 36465804
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Annual Return

-50%0%+50%

Risk level

110
1.26%GBP 0.81
Schroder US Equity Income Maximiser Fund L Distribution Hedged GBP
Schroder US Equity Income Maximiser Fund L Distribution Hedged GBP Schroder US Equity Income Maximiser Fund L Distribution Hedged GBP Valor: 41708555
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Annual Return

-50%0%+50%

Risk level

110
1.63%GBP 0.73
Schroder US Equity Income Maximiser Fund Z Accumulation GBP
Schroder US Equity Income Maximiser Fund Z Accumulation GBP Schroder US Equity Income Maximiser Fund Z Accumulation GBP Valor: 36565908
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.23%GBP 1.23
Schroder US Equity Income Maximiser Fund
Schroder US Equity Income Maximiser Fund Schroder US Equity Income Maximiser Fund Valor: 41708557
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.60%GBP 1.08
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