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Schroder Income

Ranked 51 out of 105 in - UK Equity Income over 12 months
All calculations are in GBP

Managed by

Nick Kirrage

Nick Kirrage has a masters degree in aeronautical engineering, and is a CFA Charterholder. He joined Schroders in 2001, and is a UK equity research analyst responsible for covering various sectors including transport, aerospace and defence and metals and mining. He currently manages the Schroder Recovery Fund alongside co-manager Kevin Murphy.

Kevin Murphy

Kevin Murphy is a CFA Charterholder, and has degree in economics. He joined Schroders as a graduate in 2000, and began as a junior member on the UK fund management desk working on private bank portfolios. He is currently a member of the specialist value team, and co-manages the Schroder Recovery Fund alongside Nick Kirrage.

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 : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -2.3% 2.6% 0.4%
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 size544Mn
  • 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).