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 185/259 Total Return
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Rank 147/259 Standard Deviation
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Rank 180/259 Max Drawdown
| Fund Name | Return | ||
|---|---|---|---|
| 183 | Santander UK Growth Ret Acc | 4.4% |
|
| 184 | Neptune UK Opportunities A Acc GBP | 4.4% |
|
| 185 | Schroder Recovery A Inc | 4.3% |
|
| 186 | Scottish Widows UK Growth A Acc | 4.3% |
|
| 187 | Russell UK Equity A Acc GBP | 4.2% |
|
| View full league table | |||
| Fund Name | Risk | ||
|---|---|---|---|
| 147 | AXA Framlington UK Growth R Acc | 2.7 |
|
| 147 | Threadneedle UK Overseas Earnings Inst Net Inc GBX | 2.7 |
|
| 147 | Franklin UK Rising Dividends A Inc | 2.7 |
|
| 147 | ConBrio UK Opportunities - Retail Inc | 2.7 |
|
| 147 | Schroder Recovery A Inc | 2.7 |
|
| 147 | Barclays UK Core A Inc | 2.7 |
|
| View full league table | |||
| Fund Name | Loss | ||
|---|---|---|---|
| 178 | Old Mutual Artemis UK Special Situations A Acc | -6.2% |
|
| 179 | Invesco Perpetual UK Growth Acc | -6.2% |
|
| 180 | Schroder Recovery A Inc | -6.2% |
|
| 181 | JPM UK Strategic Growth A Acc | -6.3% |
|
| 182 | Butterfield UK Growth GBP Inc | -6.3% |
|
| View full league table | |||
Total Return
Quarterly Performance
| to 01/01/2015 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 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 |
|---|---|
| GBP Cash | 6.00 |
| AstraZeneca PLC ORD | 5.05 |
| Royal Bank of Scotland Group PLC ORD | 4.44 |
| GlaxoSmithKline PLC ORD | 4.33 |
| Barclays PLC ORD | 3.68 |
| WM Morrison Supermarkets PLC ORD | 3.52 |
| BP PLC ORD | 3.47 |
| Rentokil Initial PLC ORD | 3.39 |
| Apollo Education Group Inc ORD | 3.32 |
| Vodafone Group PLC ORD | 3.23 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date05/05/1970
- Share Class size153Mn
- Base currencyGBP
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ISIN GB0007809824
Purchase Info
- Min. initial investment1,000
- Min. additional investment50
Charges
- Annual management1.5%
- Initial investment3.25