Schroder Global Recovery L Acc GBX

Ranked 646 out of 758 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Simon Adler

Simon Adler, CFA joined Schroders Investment Management in 2008 as a UK equity analyst responsible for transport, travel, media agencies, broadcasting chemicals and support services sectors. Simon graduated from Edinburgh University with an MA (Hons) in Politics.

Nick Kirrage

Nick Kirrage is a CFA Charterholder and holds a master's degree in aeronautical engineering. He joined Schroders the Pan European research team in 2001. Previously responsible for a number of sectors including Transport, Metals & Mining and Aerospace and Defence sectors, he is currently co-head of Schroders' Global Value Equity team with Kevin Murphy. Together they manage the Schroder Income, Schroder Recovery and Schroder ISF Global Recovery funds.

Andrew Lyddon

Andrew Lyddon is an equity fund manager at Schroders Investment Management. He joined the firm in 2005 where he began his career as an equity research analyst. He manages a number of funds using a value investment style. Andrew is a CFA Charterholder and IMC and graduated from the University of Bath with an MChem in Chemistry and the Queen Mary College with an MSc in Intellectual Property Law.

Objective

At least 80% of the Funds assets (excluding cash) will be invested in equity and equity related securities of companies worldwide that have suffered a set back in either share price or profitability, but where long term prospects are believed to be good. Recovery investments may be out of favour for many reasons, including weak short-term profitability, macro-economic concerns or an under strength balance sheet. The Fund can invest in any sector, industry, jurisdiction or geographic region but is not managed with regard to any benchmark.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.5%
2018 -8.0% -4.2% 3.3% 1.7% -8.6%
2017 11.0% 2.3% 4.2% 0.3% 3.7%
2016 37.2% 5.3% 1.4% 15.3% 11.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
GBP Cash 9.16%
Anglo American PLC ORD 5.77%
South32 Ltd ORD 5.01%
Standard Chartered PLC ORD 4.98%
Sanofi SA ORD 4.32%
American International Group Inc ORD 3.98%
Royal Bank of Scotland Group PLC ORD 3.53%
Intesa Sanpaolo SpA ORD 3.45%
NK Lukoil PAO DR 3.34%
Barclays PLC ORD 3.29%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/10/2015
  • Share Class size36Mn
  • Base currencyUnits
  • ISIN GB00BYRJXP30

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).