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Schroder Recovery

Ranked 38 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Nick Kirrage

Nick Kirrage is a CFA Charterholder and holds a master's degree in aeronautical engineering. He joined Schroders the Pan European research team in 2001. Previously responsible for a number of sectors including Transport, Metals & Mining and Aerospace and Defence sectors, he is currently co-head of Schroders' 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 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.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3%
2017 7.3% 1.8% -0.1% 2.9% 2.5%
2016 30.2% 5.9% 1.6% 8.8% 11.2%
2015 -13.3% 1.2% -1.3% -11.2% -2.2%
2014 1.7% -2.2% -0.6% -0.7% 5.4%
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 22.9% 2.6% 5.5% 9.5% 3.7%
1994 -6.0% 2.2% -6.7% 0.8% -2.3%
1993 52.1% 16.0% 12.6% 8.2% 7.5%
1992 20.4% 3.9% 4.1% -7.0% 19.7%
1991 6.5% -10.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/05/1970
  • Share Class size27Mn
  • Base currencyGBP
  • ISIN GB0007809824

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

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