Schroder Recovery Z Acc
- Citicode
- 05AO
- Launch Date
- 02-08-2011
- Fund Size
- £618,944,648
- Yield
- 2.62%
- Ongoing Charge
- 0.91%
- Fund Managers
- Andrew Lyddon
Mr. Tom Grady
Fund Objective
The Fund aims to provide capital growth in excess of the FTSE All Share (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 that have suffered a severe setback in either share price or profitability.
Top 10 Holdings
Asset Class
Fund Manager
Andrew Lyddon
Start Date
01-11-2022
Bio
Andrew Lyddon is a founding member of the Global Value Team and Fund Manager on UK and European Value strategies. He has been running value portfolios since 2010 and over time has managed UK, European and Global value portfolios. He has built deep expertise around recovery situations and restructuring financially distressed businesses within public markets. He has passed all levels of the CFA, has an MChem in Chemistry from the University of Bath and an MSc in Intellectual Property Law from Queen Mary College.
Fund Manager
Mr. Tom Grady
Start Date
12-06-2025
Bio
Tom Grady is Fund Manager on the UK Value strategies. He was previously a Forensic Accountant at PwC where he gained experience auditing the banks during the financial crisis and investigating globally significant cases of corporate fraud. He is a CFA Charter holder and Chartered Accountant. Prior to PwC he worked as an engineer in the defence industry and is using some of those technology and data skills now as a member of the data strategy committee where he helps guide research. He gained a MEng in Electrical Engineering from the University of Southampton.
Data source:
All financial data is supplied by FE
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