Kevin was a fund manager and analyst at schroders from 2000 to 20, commencing his career in the uk equity fund management team before taking responsibility for the pan european construction and. See the company profile for schroder asian income sgd sg9999007991. To order your pack, click on literature request, or call schroder investor services on 0800 718 777. All content on is for your general information and use only and is not intended to address your particular requirements. The schroder asian income maximiser fund the underlying fund aims to provide income and capital growth by investing in equity and equity related securities of asian companies, excluding japan. Schroder income maximiser manager thomas see is to leave the company, investment adviser can reveal, as the asset manager merges its structured fund management team with. The fund is actively managed and invests at least 80% of its assets in equity and equity related securities. The fourth fund in the series, the schroder asian income maximiser, was launched in june 2010 and is smaller with. Sisadri quote schroder isf asian dividend maximiser fund. Schroder asian income sgd class asset allocation % equity 52. Past performance is not necessarily indicative of future performance. Schroders unveils asian income maximiser fund money observer. However, the fund also incorporates a derivative overlay strategy to achieve the yield target. Gbx share price with interactive charts, historical prices, comparative analysis, forecasts, business profile and more.
The schroder asian income maximiser fund will target an initial gross yield of 7 per cent through exposure to asian exjapan equities. The schroder asian income fund the fund aims to provide income and capital growth over the medium to longer term by investing primarily in asian equities including real estate investment trusts and asian fixed income securities. This involves the sale of three month call options on portfolio stocks in exchange for upfront cash payments, which are paid out as part of the dividend. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by ft and is not intended to be relied upon by users in making or refraining from making any specific investment or other decisions. Schroder isf asian dividend maximiser schroders sg. Schroder isf global dividend maximiser a acc 29th september 2017 investment objective the fund aims to provide income by investing in equities or equity related securities of companies worldwide. The aim of the schroder asian income maximiser fund is summarised below.
Asian usd credits declined in usd terms in october as the 10year us treasury yield rose by more than 20 bps. From 31 december 2018 to 28 june 2019, the price of z accumulation. The first step involves investing in a portfolio of highyielding stocks, which are selected for their longterm growth and income potential. Schroder asian income maximiser class z accumulation aviva. Schroder international selection fund global dividend. Schroder asian income maximiser class z accumulation. Schroder income maximiser z inc b53frd8 fund factsheet. Schroder asian income maximiser z inc fund objective the fund aims to provide income and capital growth by investing in equities of asian companies, excluding japan. In north america, this content is issued by schroder investment management north america inc. The schroder asian income the fund aims to provide income and capital growth over the medium to longer term by investing primarily in asian equities including real estate investment trusts and asian fixed income securities.
Investment grade bonds underperformed high yield credits, which are less sensitive to base yields. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by ft and is not intended to be relied upon by users in making or refraining from making any specific investment or other. We are aware of the issue and are working to resolve it as soon as possible. Investment trusts are fastbecoming a popular choice among those looking to take advantage of a trusts distinct investment powers. Schroder asian income maximiser schroders schroders. About schroder isf asian dividend maximiser schroder international selection fund asian dividend maximiser is an openend investment fund incorporated in luxembourg. The 7% yield target far exceeded the income available from conventional uk equity funds, and through the covered. Whether this is through equity income funds, fixed income products or multiasset solutions we have options for you. Schroder asian income maximiser z fund research bestinvest.
Limited as principal interest rate derivatives trader and global. This includes options that have time still to run before their expiry date. Schroder global property income maximiser downgraded. Maximizer unveiled a major new maximizer crm software release for 2019. The schroder isf global dividend maximiser and the schroder isf european dividend maximiser both use a similar strategy and target the same 7% yield, but pay the income on a monthly basis. Our main focus is to give you hope by inspiring you to greatness. Schroder income maximiser manager thomas see is to leave the company, investment adviser can reveal, as the asset manager merges its structured fund management team with another part of its business. Please note that past performance is not indicative of future returns. Schroder income maximiser a inc fund factsheet trustnet. Schroder asian income maximiser class l income fund. Limited as principal interest rate derivatives trader and global head of structured products and equity derivatives 2000 2002 citigroup european head of new product development 2002 2004 hodgson global founder 2004 2010 abn amro bank nv royal bank of. Prior to investing in schroder unit trusts, either by post or telephone, we need to send you a specific application pack that include the key investor information documents and supplementary information document for the funds you wish to invest in. The funds investment objective is to provide a growing income and capital growth for investors over the long term primarily through investment in equity and equity related securities of asian companies which offer attractive yields and growing dividend payments.
The first of these is the natural income provided by company dividends. Gb00b53frd82 view the latest price,charts and performance information at aj bell youinvest. Mike hodgsonover 20 years of experience in financial markets. All content is posted anonymously by employees working at maximizer software. You can buy or sell holdings in this fund through an isa. He joined schroders in 2000 and is based in london. Schimai quote schroder income maximiser fund bloomberg. Please join andy brough and jean roche, comanagers of the schroder uk mid cap investment trust, to hear how we think the covid19 crisis will impact various parts of the market, and why we believe that cash generative, quality uk businesses have the resilience, resourcefulness and creativity to survive the storm by recognising what we. September 2014 all data expressed as at 31 august 2014. June 2016 schroder asian income citibank singapore. Schroder asian income maximiser z income gbp,b52qvq3,isin. To provide income and capital growth over the medium to longer term by investing primary in asian equities and asian fixed income securities. Apr, 2010 the schroder asian income maximiser fund will target an initial gross yield of 7 per cent through exposure to asian exjapan equities. Well show you how to maximize the power in you and your income too.
Focus international enterprise fie is a consulting firm that empowers those who are coachable to maximize their income and their life. Designed to empower users to cut through the noise and focus on what matters most, their customers, this release brings advanced lead management, custom view and mobile crm capabilities to its allinone crm platform, enabling companies of all sizes to truly embrace. The second is a tested covered call option income enhancement strategy. Schroder asian income maximiser inclusive class a income gbp sell.
The vast majority of this comes from one stock tsmc which gained 18% over the three months. The fund uses a twostep, equitybased approach, similar to schroder income maximiser. In the event of income and realised gains being less than the intended distribution, distributions will be made from capital. The sl schroder asian income maximiser pension fund invests primarily in the schroder asian income maximiser fund. Schroder income maximiser z income gbp money observer. The schroder global property income maximiser fund targets a 7% annual yield through investment worldwide in listed property equities although there will be a bias to us property companies.
The fund aims to deliver an income of 7% per year but this is not guaranteed and could change depending on market conditions. Market overview asian equities were up in november as worries eased over the extent. Schroder income maximiser z income gbp, gb00b53frd82. The funds investment objective is to provide income with potential for capital growth primarily through investment in equity and equity related securities of asian ex japan companies. The fund generates its income from two sources, namely dividends and cash received from selling some of the potential capital growth on the shares held in the fund. The schroder multimanager diversity range is made up of six funds, each specifically designed to. Mathematics to find the largest value of a function. Find out more about the professionallymanaged range on offer. Schroders maximiser fund range private investor schroders.
The schroder isf asian dividend maximiser fund will be similar to the existing schroder asian income maximiser, domiciled in the uk, and employs. This fund may use financial derivative instruments as a part of the investment process. Schroder asian income maximiser z income gbp, gb00b52qvq30. Morningstar, sgd, bidtobid, net dividends reinvested. The fund aims to provide income and capital growth by investing in equities of asian companies, excluding japan. Schroder asian income maximiser class l income fund price. Maximiser definition of maximiser by the free dictionary. For clients with a longterm horizon, this could mean offering higher yields and capital return potential, but with the tradeoff of greater volatility. The schroder isf asian dividend maximiser fund will be similar to the existing schroder asian income maximiser, domiciled in the uk, and employs the same twostep maximiser strategy, as well. Gb00b52qvq30 view the latest price,charts and performance information at aj bell youinvest.
Our fund managers invest in a well diversified portfolio of company shares with a target of achieving an annual yield of around 3. The schroder asian income fund forms the basis for the equity portion of the portfolio. The fund aims to provide income and capital growth by investing in equity and equity related securities of asian companies, excluding japan. Schroder asian income maximiser z acc fund factsheet. The portfolio, which will be managed by thomas see, manager of the original income maximiser fund, and richard sennitt, fund manager of schroder asian income, will use a covered call option overlay on stocks. Schroder asian income maximiser z acc fund factsheet trustnet. Schroder income maximiser z income gbp,b53frd8,isin. Our wide range of income funds and portfolios is designed to address many of your clients income needs. We are currently experiencing some technical issues. Latest schroder income maximiser z income gbp gb00b53frd82.
The value of units and the income from them may fall as well as rise. Schroder asian income aud class asset allocation % equity 52. At least twothirds of the funds assets excluding cash will invest in equities or equity related securities worldwide, which are selected for. Schroders maximiser strategy targets income from two sources.
The fund is actively managed and invests at least 80% of its assets in equity and equity related securities of asian companies. Asian usd credit delivered positive returns as the minor increase in treasury yields was offset by credit. Performance of schroder asian income 1month 3month 6month 1year since inception annualised schroder asian income 0. The fund aims to deliver an income of 7% per year but this is not guaranteed and cou ld change depending on market conditions. Asian income fund fund summary as of 26 november 2019 nov. The fund is actively managed and invests at least 80% of its assets in equities of uk companies which are selected for their long term income and capital growth potential. Schroder investment management singapore ltd the managers, the managers of the schroder international opportunities portfolio the trust, accepts full responsibility for the accuracy of the information contained in this prospectus and confirms, having made all reasonable enquiries, that to. Schroder asian income maximiser fund q4 2019 2 the option strategy detracted from performance in mark to market terms during the quarter, weighing 0. Schroder income maximiser fund is a unit trust incorporated in the united kingdom.
Schroder asian income maximiser class l income gbp sell. Schroder asian income sgd class monthly fund update. He is comanager of the schroder uk income, schroder uk recovery and global recovery funds. Schroder income maximiser z fund research bestinvest. We build healthy selfesteem, help you to release the power within you, increase confidence, explore your talents, bring out the leader in. The fund will have some commonality with schroder global property securities, run by the same manager, but aims to pay higher dividends. To empower those who are willing to invest in themselves first, to take complete control over their personal and financial destiny. Schroder isfasian opportunities usd a accfunds quote.
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