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Schroder Global Recovery L Acc GBX

Ranked 2593 out of 3341 in - Global over 12 months
All calculations are in USD unless stated

Managed by

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.

Kevin Murphy

Kevin Murphy is a CFA Charterholder and has a degree in economics. His investment career commenced in 2000 in Schroders’ UK Equity fund management team. Subsequently Kevin was a sector analyst for Pan European Construction and Building Materials. He is currently co-head of Schroder’s Global Value Equity team with Nick Kirrage. Together they manage the Schroder Income, Schroder Recovery and Schroder ISF Global Recovery funds.

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 globally. You can view performance in individual jurisdictions.

Performance

Global over : 30/09/2017 - 30/09/2018
  • Rank 2593/3341 Total Return
  • Rank 3217/3341 Standard Deviation
  • Rank 3135/3341 Max Drawdown
Fund Name Currency Loss
3134 GAMMA Globalny Akcyjny USD

-12.3%

3135 Schroder Global Recovery L Acc GBX USD

-12.3%

3136 Fresh Active Equity Fund USD

-12.3%

3137 Optimum Fund CSOB Svetovy Expres 2 USD

-12.3%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7% -2.8% 0.5%
2017 21.5% 3.6% 8.3% 3.6% 4.6%
2016 15.0% 2.7% -5.7% 12.1% 6.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2018

Top 10 Holdings

Stock Size
Schroder SSF Sterling Liquidity Plus I Acc 5.26%
GBP Cash 5.08%
South32 Ltd ORD 4.39%
Anglo American PLC ORD 4.20%
Standard Chartered PLC ORD 4.19%
Centrica PLC ORD 3.64%
Barclays PLC ORD 3.49%
WM Morrison Supermarkets PLC ORD 3.16%
Royal Bank of Scotland Group PLC ORD 3.12%
American International Group Inc ORD 3.10%
31/08/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/10/2015
  • Share Class size29Mn
  • Base currencyGBX
  • 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 USD).