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
1.13
3 Year Alpha
5.43
Yield
2.5 %
Benchmark
FTSE AllSh TR GBP
The Fund’s investment objective is to achieve capital growth for Investors through investment in companies that have suffered a severe setback. The Fund invests primarily in UK quoted shares. The investments are selected from those companies that have suffered a severe setback in terms of profits or share prices, but where the management and the prospects are believed to be good. Investment will be in directly held transferable securities. The Fund may also invest in collective investment schemes, derivatives, warrants and money market instruments.
Holding %
Pearson PLC 6.26 %
Schroder SSF Stlg Liqdty Pl I Acc GBP 5.94 %
Anglo American PLC 5.73 %
HSBC Holdings PLC 5.31 %
South32 Ltd 5.29 %
BP PLC 5.05 %
Morrison (Wm) Supermarkets PLC 4.60 %
The Royal Bank of Scotland Group PLC 4.58 %
Standard Chartered PLC 4.53 %
Barclays PLC 4.51 %
Region %
United Kingdom 87.32 %
Australasia 6.00 %
United States 5.59 %
Sector %
Financial Services 33.95 %
Basic materials 14.40 %
Consumer Cyclical 12.95 %
Consumer Defensive 8.42 %
Utilities 8.38 %
Energy 8.12 %
Technology 6.44 %
Healthcare 5.95 %
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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