Schroder Income Maximiser Z Inc (FUND:B53FRD8) - Fund price


Fund Report

Schroder Income Maximiser Z Income GBP

Morningstar Rating™ (Relative to Category) 31/03/2021
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: UK Equity IncomeClick here to see our Methodology
3-YearBelow AverageAverageStarRatingValueLabel_2
5-YearAverageAverageStarRatingValueLabel_3
10-Year--Not Rated
OverallAverageAverageStarRatingValueLabel_3
Modern Portfolio Statistics 31/03/2021
 Standard Index
FTSE All Share TR GBP
Best Fit Index
MSCI UK Value NR USD
3-Yr R-Squared88.7892.68
3-Yr Beta1.161.00
3-Yr Alpha-2.962.02
Return/Risk Analysis 31/03/2021
Risk Measurement1 Year3 Years5 Years
Standard Deviation22.4920.2216.20
3-Yr Mean Return35.202.196.09
Sharpe Ratio1.350.080.34
Sortino Ratio---
Positive Months72037
Negative Months51623
Worst Month-5.24-17.16-17.16
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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