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 39/111 Total Return
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Rank 58/111 Standard Deviation
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Rank 48/111 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 37 | Artemis Income R Inc | GBP | 16.8% |
| 38 | Henderson UK Strategic Income | GBP | 16.6% |
| 39 | Schroder Income A Inc | GBP | 16.6% |
| 40 | Artemis Institutional UK Equity Income Dist | GBP | 16.6% |
| 41 | Threadneedle UK Equity Alpha Inc Net Dist GBP | GBP | 16.4% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 56 | Close OLIM UK Equity Income Accumulation | GBP | 8.3 |
| 57 | Scottish Widows UK Equity Income A Acc | GBP | 8.3 |
| 58 | Schroder Income A Inc | GBP | 8.4 |
| 59 | Barclays UK Equity Income (Series 2) A Dist | GBP | 8.5 |
| 60 | Barclays UK Equity Income A Acc | GBP | 8.5 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 46 | Barclays UK Equity Income (Series 2) A Dist | GBP | -2.8% |
| 47 | Close OLIM UK Equity Income Accumulation | GBP | -2.9% |
| 48 | Schroder Income A Inc | GBP | -2.9% |
| 49 | Threadneedle UK Equity Alpha Inc Net Dist GBP | GBP | -3.0% |
| 50 | Neptune Income A Acc GBP | GBP | -3.0% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 1.9% | ||||
| 2016 | 24.3% | 3.8% | 0.4% | 9.0% | 9.3% |
| 2015 | -6.9% | 5.4% | -2.8% | -9.7% | 0.6% |
| 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 size422Mn
- Base currencyGBP
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ISIN GB0007648909
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment50
Charges
- Annual management1.50%
- Initial investment0