Schroder Income
Managed by
Nick Kirrage
Nick Kirrage is a CFA Charterholder and has a masters degree in aeronautical engineering. He joined Schroders in 2001 within the Pan European research team. Previously responsible for a number of sectors including Transport, Metals & Mining and Aerospace and Defence sectors. He is currently co-head of Schroder’s Global Value Equity team with Kevin Murphy. Together they manage the Schroder Income, Schroder Recovery and Schroder ISF Global Recovery funds.
Kevin Murphy
Kevin Murphy is a CFA Charterholder and has a degree in economics. His investment career commenced in 2000 in Schroders’ UK Equity fund management team. Subsequently Kevin was a sector analyst for Pan European Construction and Building Materials. He is currently co-head of Schroder’s Global Value Equity team with Nick Kirrage. Together they manage the Schroder Income, Schroder Recovery and Schroder ISF Global Recovery funds.
Objective
The fund's investment objective is to provide a growing income, predominantly from investment in UK equities. In seeking a yield higher than that offered by the major UK equity indices, the fund will invest primarily in above-average yielding equities rather than fixed interest securities. Investment will be in directly held transferable securities. The fund may also invest in collective investment schemes, warrants and money market instruments.
Performance
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Rank 38/106 Total Return
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Rank 98/106 Standard Deviation
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Rank 94/106 Max Drawdown
| Fund Name | Return | ||
|---|---|---|---|
| 36 | Miton Income R Acc | 4.8% |
|
| 37 | FF & P UK Equity Income | 4.7% |
|
| 38 | Schroder Income A Inc | 4.6% |
|
| 39 | Barclays UK Equity Income A Acc | 4.4% |
|
| 40 | SVS Church House Balanced Equity Income Inc | 4.3% |
|
| 40 | Invesco Perpetual Income & Growth Inc | 4.3% |
|
| View full league table | |||
| Fund Name | Risk | ||
|---|---|---|---|
| 97 | Premier Income A Net Inc | 3.0 |
|
| 98 | Schroder Income A Inc | 3.0 |
|
| 99 | HSBC Income Inc | 3.0 |
|
| 100 | Kames UK Equity Income B Acc | 3.0 |
|
| View full league table | |||
| Fund Name | Loss | ||
|---|---|---|---|
| 92 | Marlborough Multi Cap Income Acc | -5.0% |
|
| 93 | Scottish Widows UK Equity Income A Acc | -5.1% |
|
| 94 | Schroder Income A Inc | -5.2% |
|
| 95 | CF JM Finn UK Portfolio A Acc | -5.3% |
|
| 96 | Henderson UK Equity Income & Growth A Net Inc | -5.5% |
|
| View full league table | |||
Total Return
Quarterly Performance
| to 31/12/2014 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2014 | 4.6% | -2.3% | 2.6% | 0.4% | 4.0% |
| 2013 | 33.1% | 12.9% | 3.0% | 6.4% | 7.6% |
| 2012 | 25.9% | 12.7% | -3.8% | 9.6% | 6.0% |
| 2011 | -7.9% | 1.9% | 1.0% | -13.8% | 3.8% |
| 2010 | 8.9% | 7.9% | -9.5% | 12.5% | -0.9% |
| 2009 | 36.3% | -9.8% | 20.8% | 27.1% | -1.6% |
| 2008 | -22.9% | -11.4% | -4.7% | -3.7% | -5.2% |
| 2007 | 1.6% | 2.7% | 3.9% | -3.9% | -1.0% |
| 2006 | 17.1% | 8.0% | -2.4% | 5.3% | 5.5% |
| 2005 | 20.4% | 4.6% | 5.4% | 5.5% | 3.5% |
| 2004 | 17.7% | 4.2% | 4.4% | 1.0% | 7.2% |
| 2003 | 20.1% | -5.8% | 15.5% | 3.3% | 6.9% |
| 2002 | -11.9% | 8.2% | -5.1% | -14.6% | 0.5% |
| 2001 | 4.8% | -0.2% | 8.1% | -13.3% | 12.0% |
| 2000 | 5.1% | -6.7% | 6.8% | -2.2% | 7.8% |
| 1999 | 19.3% | 7.4% | 7.6% | -4.9% | 8.5% |
| 1998 | 1.1% | 12.7% | -3.3% | -16.6% | 11.2% |
| 1997 | 23.4% | 6.0% | 3.8% | 11.4% | 0.8% |
| 1996 | 17.8% | 3.7% | 0.7% | 7.8% | 4.6% |
| 1995 | 6.6% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- United Kingdom
Fund Info
- Launch date01/11/1968
- Share Class size540Mn
- Base currencyGBP
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ISIN GB0007648909
Purchase Info
- Min. initial investment1,000
- Min. additional investment50
Charges
- Annual management1.5%
- Initial investment0