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Schroder US Equity Income Maximiser Class L - Accumulation (GBP)

Sell:62.65p Buy:62.65p Change: 0.26p (0.41%)
Prices as at 10 December 2019
Sell:62.65p
Buy:62.65p
Change: 0.26p (0.41%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 10 December 2019
Sell:62.65p
Buy:62.65p
Change: 0.26p (0.41%)
Prices as at 10 December 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

UK investors need little introduction to America. It's the world's biggest stock market. But share prices of well-known companies react quickly to new information. We think this makes it difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. The US economy is in reasonable health and its stock market has performed well since the 2008 financial crisis. We think the prospects of most US companies are now reflected in their share prices and there's little value available for investors. That said, some commentators think the region's world-class technology companies have the potential to increase profits which could justify share prices climbing higher. For broad exposure to the US stock market, we think a low-cost tracker fund could be considered. We think active fund managers have more potential to deliver strong performance by investing in higher-risk small and medium-sized US companies.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

10/12/14 to 10/12/15 10/12/15 to 10/12/16 10/12/16 to 10/12/17 10/12/17 to 10/12/18 10/12/18 to 10/12/19
Annual return n/a n/a n/a 6.40% 12.42%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

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Manager Name: Mike Hodgson
Manager start date: 25 April 2017
Manager located in: TBC

-Over 20 years of experience in financial markets: -(1987 - 2000) J Henry Schroder & Co. 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 Scotland NV - Global Head of Equity Derivatives Structuring and Head of Fund Derivatives Trading and Structuring -Joined Schroders in 2011 as Head of Structuring

manager photo
Manager Name: Scott Thomson
Manager start date: 1 July 2017
Manager located in: London

Scott Thomson is a Fund Manager at Schroders, which involves the Yield Management, Structuring and Execution of Options for Enhanced Income Funds, including the call option overlay strategy for the Maximiser Fund Range. He joined Schroders in 1997 and is based in London. Scott was a Quantitive Fund Manager/Analyst for the Investment Process Research Unit at Schroder Investment Management from 2004 to 2009, . He was a Junior Fund Manager, Manager of EAFE Deal Implementation Team at Schroder Investment Management from 1997 to 2004, . He was a Equity Fund Analyst at Morgan Grenfell Asset Management from 1995 to 1997, .

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Manager Name: Jeegar Jagani
Manager start date: 1 July 2017
Manager located in: London

Jeegar Jagani is a Structured Fund Manager at Schroders, which involves Yield Management, Structuring and Execution of Options for Enhanced Income Funds. He joined Schroders in 2008 and is based in London. Jeegar was a Quantitative Analyst at Royal London Asset Management from 2003 to 2008, which involved supporting the performance team, providing Quantitative output to Equity and Fixed Income Fund Managers. Structuring and Execution of OTC Derivatives in Fixed Income and Equities. Member of the CFA Insitute and CFA Society of the UK

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account