Schroder Recovery
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.
Performance
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Rank 52/249 Total Return
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Rank 107/249 Standard Deviation
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Rank 18/249 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 50 | Majedie UK Focus X Acc | GBP | 16.6% |
| 51 | MI Brompton UK Recovery Acc | GBP | 16.6% |
| 52 | Schroder Recovery A Inc | GBP | 16.4% |
| 53 | Royal London UK Growth A | GBP | 16.2% |
| 54 | Fidelity UK Opportunities W Acc | GBP | 16.2% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 105 | CF IM UK Growth A Inc | GBP | 6.9 |
| 106 | GAM UK Diversified Acc | GBP | 6.9 |
| 107 | Schroder Recovery A Inc | GBP | 6.9 |
| 107 | SVM UK Opportunities A | GBP | 6.9 |
| 107 | HSBC UK Focus Acc | GBP | 6.9 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 16 | Thesis KES Growth Inc | GBP | -1.6% |
| 17 | MFM UK Primary Opportunities A Inc | GBP | -1.6% |
| 18 | Man GLG UK Select Retail Acc A GBP | GBP | -1.6% |
| 18 | Schroder Recovery A Inc | GBP | -1.6% |
| 18 | Aviva Investors UK Equity MoM 2 SC 2 | GBP | -1.6% |
| View full league table | |||
Total Return
Quarterly Performance
| to 29/09/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 1.8% | -0.1% | 2.9% | ||
| 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 | 3.7% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| Schroder SSF Sterling Liquidity Plus I Acc | 5.70 |
| HSBC Holdings PLC ORD | 5.57 |
| GBP Cash | 5.46 |
| Standard Chartered PLC ORD | 5.11 |
| Pearson PLC ORD | 5.02 |
| BP PLC ORD | 4.19 |
| Barclays PLC ORD | 4.15 |
| Royal Bank of Scotland Group PLC ORD | 4.01 |
| Centrica PLC ORD | 3.98 |
| Anglo American PLC ORD | 3.58 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date05/05/1970
- Share Class size30Mn
- Base currencyGBP
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ISIN GB0007809824
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment50
Charges
- Annual management1.50%
- Initial investment3.25