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Schroder Income

Ranked 28 out of 106 in - UK Equity Income over 12 months
All calculations are in GBP

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

UK Equity Income over : 28/02/2014 - 28/02/2015

Total Return

Quarterly Performance

to 01/01/2015 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

  1. United Kingdom

Fund Info

  • Launch date01/11/1968
  • Share Class size546Mn
  • Base currencyGBP
  • ISIN GB0007648909

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment50

Charges

  • Annual management1.5%
  • Initial investment0

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...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).