Schroder Recovery Fund Z Inc

Name
Schroder Recovery Fund Z Inc
Manager
Schroder Unit Trusts Limited
Type
Unit Trust
ISIN
GB00B3W2HM55
Sector
UK All Companies
Launched
02/08/2011
OCF
0.91 %
Risk Rating
2
3 Year Sharpe
1.06
3 Year Alpha
6.00
Yield
2.6 %
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 %
Schroder SSF Stlg Liqdty Pl I Acc GBP 6.18 %
Anglo American PLC 5.96 %
South32 Ltd 5.89 %
BP PLC 5.42 %
HSBC Holdings PLC 5.06 %
Pearson PLC 4.92 %
Morrison (Wm) Supermarkets PLC 4.81 %
Centrica PLC 4.67 %
The Royal Bank of Scotland Group PLC 4.61 %
Standard Chartered PLC 4.37 %
Region %
United Kingdom 83.34 %
Australasia 6.51 %
United States 6.20 %
Sector %
Financial Services 36.13 %
Basic materials 14.99 %
Consumer Cyclical 10.74 %
Utilities 8.98 %
Consumer Defensive 8.43 %
Energy 8.41 %
Technology 6.28 %
Name
Schroder Unit Trusts Limited
Address
EC2Y 5AU, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Nick Kirrage
Joined 07/21/2006

Nicholas Kirrage 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 2001 and is based in London. Nicholas was a Fund Manager and Analyst at Schroders from 2001 to 2013, commencing his career in the Pan European research team with responsibility for Transport, Metals & Mining and Aerospace and Defence sectors. He became a co-fund manager in 2006 of the Schroder Recovery Fund and in 2010 of the Schroder Income Fund. 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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