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Schroders' Maximiser Funds

A tested stockmarket based investment strategy targeting a 5 or 7%* annual yield

Schroders’ Maximiser strategy focuses on delivering a sustainable high level of income from a stock-market based investment.

Employing the skills of Schroders’ highly experienced Structured Investment Team and specialist equity investment teams, the Maximiser strategy has stood the test of time, delivering attractive income returns through different market environments since 2005.

Which Maximiser fund could be suitable for you?



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This fund invests in a carefully selected portfolio of UK company shares, targeting a 7% p.a. income yield.

Schroder Income Maximiser revolutionised the previously staid UK equity income sector on its launch in 2005. The 7% yield target far exceeded the income available from conventional UK equity funds, and through the covered call strategy the fund has consistently met this target.

Performance can also be volatile for an income product. The fund is best suited to flat or gently rising markets – returns may be held back during sharp market rises as covered call stocks meet their target prices and are effectively sold away.


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This fund provides exposure to stockmarkets in some of the world’s most dynamic economies, from across the Asia Pacific region.

The fund aims to provide capital growth and income over the long term by investing in equities of Asia Pacific Cos excluding Japan but including Australia and New Zealand which offer dividend payments. For investors seeking income, Asia has the potential to provide the highest yields globally and acts as an important diversifier away from UK income. Offers entry into a young and dynamic market that is attractively priced and without the debt problems which have plagued the US and Europe.


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The fund aims to deliver a 5% income per year, paid quarterly, by investing in equity and equity related securities within the US.

Aiming for income and growth. The fund aims to provide regular income, whilst also giving you access to some of the US’s biggest Cos. It has been notoriously hard for fund managers to achieve two things investing in the US large cap market: 1.Outperform the market 2.Receive a decent dividend income yield. By replicating the holdings of the market instead of trying to outperform it, the fund can focus on aiming to pay a much higher yield of 5%. This also enables Schroder to charge much lower fees than other US equity income funds offering a much better value solution for investing in the US market. We recommend you invest in this fund for at least 3 years.


For full details of all funds available through a Platform along with Performance, Fact Sheets and Key Investor Information Documents please follow the link below:


Schroder Income Maximiser Z (Inc) Key Features


Schroder Income Maximiser Z (inc) Factsheet


Schroder Asian Income Maximiser Z (Inc) Factsheet


Schroder Asian Income Maximiser Z (Inc) Key Features


Schroder US Equity Income Maximiser Z (Inc) Factsheet


Schroder US Equity Income Maximiser Z (Inc) Key Features


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Seymour Sinclair Investments Ltd
2 Blade Mews, London SW15 2NF

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Your Capital is at Risk

Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.

For non-platform business, where we can still give discounts, those discounts are subject to receipt of commission and may be subject to change if commission levels are altered. The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes.

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