Schroder Recovery Fund Z Accumulation GBP

Name
Schroder Recovery Fund Z Accumulation GBP
Manager
Schroder Unit Trusts Limited
Type
Unit Trust
ISIN
GB00B3VVG600
Sector
UK All Companies
Launched
02/08/2011
OCF
0.91 %
Risk Rating
1
3 Year Sharpe
0.93
3 Year Alpha
2.28
Yield
2.5 %
Benchmark
FTSE AllSh TR GBP
The Fund aims to provide capital growth by investing in equity and equity related securities of UK companies that have suffered a severe setback in either share price or profitability. The Fund invests at least 80% of its assets in equity and equity related securities of UK companies. As the Fund is index-unconstrained it is managed without reference to an index. The Fund applies a disciplined value investment approach, seeking to invest in a select portfolio of companies that the Investment Manager believes are significantly undervalued relative to their long-term earnings potential.
Holding %
South32 Ltd 5.58 %
BP PLC 5.18 %
The Royal Bank of Scotland Group PLC 4.88 %
HSBC Holdings PLC 4.87 %
Anglo American PLC 4.79 %
Pearson PLC 4.67 %
GlaxoSmithKline PLC 4.50 %
Centrica PLC 4.37 %
Standard Chartered PLC 4.26 %
Morrison (Wm) Supermarkets PLC 4.18 %
Region %
United Kingdom 83.29 %
Australasia 6.13 %
Sector %
Financial Services 32.39 %
Basic materials 13.43 %
Consumer Cyclical 11.22 %
Energy 8.64 %
Consumer Defensive 8.56 %
Healthcare 7.80 %
Utilities 6.87 %
Technology 5.79 %
Industrials 5.16 %
Name
Schroder Unit Trusts Limited
Address
EC2Y 5AU, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Nick Kirrage
Joined 07/21/2006

Nick joined Schroders in 2001, initially working as part of the Pan European research team providing insight and analysis on a broad range of sectors from Transport and Aerospace to Mining and Chemicals. In 2006, Nick and Kevin Murphy took over management of a fund that seeks to identify and exploit deeply out of favour investment opportunities. In 2010, Nick and Kevin Murphy also took over management of the team's flagship UK value fund seeking to offer income and capital growth. Qualifications: CFA Charterholder; Meng in Aeronautical Engineering from Bristol University.

Kevin Murphy
Joined 07/21/2006

Kevin Murphy is a Co-head of the Global Value Team at Schroders, and a founding member in 2013 of this team of value investors who manage UK, European and global portfolios. He is co-manager of the Schroder UK Income, Schroder UK Recovery and Global Recovery funds. He joined Schroders in 2000 and is based in London. Kevin was a Fund Manager and Analyst at Schroders from 2000 to 2013, commencing his career in the UK equity fund management team before taking responsibility for the Pan European Construction and Building Materials sectors. He became co-manager of the Schroder Recovery Rund in 2006 and the Schroder Income Fund in 2010. Qualifications: CFA Charterholder; BSc in Economics from Manchester University.

Data provided by Morningstar.

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