Schroder Income Fund Z Income GBP

Name
Schroder Income Fund Z Income GBP
Manager
Schroder Unit Trusts Limited
Type
Unit Trust
ISIN
GB00B5WJCB41
Sector
UK Equity Income
Launched
11/05/2011
OCF
0.91 %
Risk Rating
3
3 Year Sharpe
-0.41
3 Year Alpha
-4.24
Yield
7.4 %
Benchmark
FTSE AllSh TR GBP
The Fund aims to provide income and capital growth in excess of an index that is an average of share prices of small companies on the London Stock Exchange (Gross Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of UK companies.
Holding %
Anglo American PLC 5.27 %
BP PLC 5.19 %
Pearson PLC 4.83 %
Tesco PLC 4.34 %
Standard Chartered PLC 4.31 %
HSBC Holdings PLC 4.11 %
Centrica PLC 4.07 %
Morrison (Wm) Supermarkets PLC 3.99 %
Aviva PLC 3.96 %
The Royal Bank of Scotland Group PLC 3.94 %
Region %
United Kingdom 88.59 %
Eurozone 5.19 %
Sector %
Financial Services 29.65 %
Consumer Defensive 13.25 %
Communication Services 12.22 %
Basic materials 11.59 %
Energy 9.78 %
Healthcare 7.32 %
Utilities 5.76 %
Name
Schroder Unit Trusts Limited
Address
EC2Y 5AU, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Nick Kirrage
Joined 05/18/2010

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 05/18/2010

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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