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LSE - Delayed Quote GBP

Schroder Income Maximiser Z Inc (0P0000T367.L)

0.4813
-0.0010
(-0.21%)
At close: May 7 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 4.60%
5y Average Return 15.02%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (May 7, 2025) 26.90%
Worst 1Y Total Return (May 7, 2025) --
Best 3Y Total Return 26.90%
Worst 3Y Total Return -3.78%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000T367.L
Category
YTD
2.71%
0.00%
1-Month
-2.29%
0.00%
3-Month
2.71%
0.00%
1-Year
14.25%
0.00%
3-Year
8.01%
0.00%
5-Year
14.62%
0.00%
10-Year
5.80%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000T367.L
Category
2024
12.60%
--
2023
11.90%
--
2022
1.73%
--
2021
26.90%
--
2020
-17.02%
--
2019
9.35%
--
2018
-1.81%
--
2017
8.37%
--

2016
20.68%
--
2015
-5.54%
--
2014
4.08%
--
2013
26.28%
--
2012
26.89%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.96% 4.49% 5.27% 1.39%
2023 4.51% -3.42% 5.69% 4.90%
2022 4.20% -6.45% -7.96% 13.40%
2021 11.50% 3.26% 3.63% 6.36%
2020 -30.11% 7.71% -7.37% 19.00%
2019 5.38% -1.22% -0.98% 6.08%
2018 -1.17% 6.80% 0.69% -7.61%
2017 2.36% 0.40% 2.75% 2.63%
2016 3.10% 0.27% 8.06% 8.03%
2015 4.34% -1.73% -8.84% 1.05%

2014 -1.99% 1.72% 0.58% 3.79%
2013 8.91% 2.53% 6.06% 6.63%
2012 12.69% -3.19% 9.44% 6.27%
2011 -13.45% 3.55% -- --

Rank in Category (By Total Return)

YTD 39
1-Month 45
3-Month 39
1-Year 6
3-Year 14
5-Year 7

Load Adjusted Returns

1-Year 14.25%
3-Year 8.01%
5-Year 14.62%
10-Year 5.80%

Performance & Risk

YTD Return 4.60%
5y Average Return 15.02%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Schroder Unit Trusts Limited
Net Assets 777.21M
YTD Return 2.71%
Yield 6.67%
Morningstar Rating
Inception Date May 11, 2011

Fund Summary

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