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Schroder Recovery

Ranked 98 out of 260 in - UK (All Companies) 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.


The scheme's investment objective is to achieve capital growth for investors through investment in companies that have suffered a setback. The scheme invests primarily in UK quoted shares. The investments are selected from those companies that have suffered a setback in terms of profits or share prices, but where the management and the prospects are believed to be good. The fund may also invest in collective investment schemes, derivatives, warrants and money market instruments.


UK (All Companies) over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -2.2% -0.6% -0.7%
2013 45.5% 14.9% 3.9% 8.9% 11.9%
2012 34.4% 18.5% -6.8% 10.8% 9.8%
2011 -13.9% 1.2% 0.6% -16.7% 1.5%
2010 16.1% 8.7% -10.3% 13.6% 4.9%
2009 49.6% -6.4% 27.7% 30.1% -3.8%
2008 -26.9% -9.6% -6.3% -3.4% -10.7%
2007 -3.3% 3.0% 1.6% -4.5% -3.3%
2006 20.9% 9.1% -0.8% 5.4% 6.0%
2005 19.0% 3.6% 3.8% 5.6% 4.8%
2004 19.1% 10.3% 1.9% -2.4% 8.6%
2003 42.6% -6.2% 26.4% 11.4% 8.1%
2002 -12.2% 11.0% -4.0% -19.1% 1.8%
2001 6.8% 2.6% 9.8% -20.1% 18.6%
2000 4.6% -4.5% 6.5% -4.6% 7.8%
1999 34.5% 17.4% 13.2% -2.9% 4.3%
1998 -11.5% 13.4% -0.8% -25.4% 5.5%
1997 17.0% 4.2% 0.3% 11.5% 0.5%
1996 20.7% 9.0% 4.6% 3.5% 2.3%
1995 3.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
AstraZeneca PLC ORD 5.51
GBP Cash 5.51
Royal Bank of Scotland Group PLC ORD 4.69
GlaxoSmithKline PLC ORD 4.14
Barclays PLC ORD 3.77
Rentokil Initial PLC ORD 3.76
WM Morrison Supermarkets PLC ORD 3.35
Vodafone Group PLC ORD 3.24
Schroder ISF Global Recovery I Acc 3.23

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/05/1970
  • Share Class size166Mn
  • Base currencyGBP
  • ISIN GB0007809824

Purchase Info

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


  • Annual management1.5%
  • Initial investment3.25

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