Schroder Recovery
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 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 99/245 Total Return
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Rank 103/245 Standard Deviation
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Rank 72/245 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 97 | HSBC MERIT UK Equity Inst A Inc | GBP | 22.6% |
| 98 | Invesco Perpetual Children's Acc | GBP | 22.6% |
| 99 | Schroder Recovery A Inc | GBP | 22.6% |
| 100 | Barclays UK Lower Cap A Dist | GBP | 22.5% |
| 101 | Halifax UK Growth C | GBP | 22.5% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 101 | River and Mercantile UK Eq Long Term Recovery A | GBP | 8.6 |
| 102 | Standard Life Wealth UK Equity | GBP | 8.7 |
| 103 | Schroder Recovery A Inc | GBP | 8.7 |
| 104 | Schroder UK Opportunities A Acc | GBP | 8.7 |
| 104 | HSBC GIF UK Equity AC GBP | GBP | 8.7 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 70 | Henderson Institutional High Alpha UK Equity I Acc | GBP | -2.0% |
| 71 | Fidelity Funds - United Kingdom A-GBP | GBP | -2.0% |
| 72 | Schroder Recovery A Inc | GBP | -2.1% |
| 73 | 7IM UK Equity Value C Inc | GBP | -2.1% |
| 74 | Lorimer Inc | GBP | -2.2% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 1.8% | ||||
| 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 | 5.92 |
| HSBC Holdings PLC ORD | 5.25 |
| Royal Bank of Scotland Group PLC ORD | 4.95 |
| Barclays PLC ORD | 4.69 |
| Pearson PLC ORD | 4.64 |
| BP PLC ORD | 4.38 |
| Centrica PLC ORD | 4.19 |
| Standard Chartered PLC ORD | 3.95 |
| Anglo American PLC ORD | 3.70 |
| GlaxoSmithKline PLC ORD | 3.52 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date05/05/1970
- Share Class size32Mn
- 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