Schroder Recovery Z Acc

Citicode
05AO
Launch Date
02-08-2011
Fund Size
£856,136,138
Yield
3.11%
Ongoing Charge
0.91%
Fund Managers
Andrew Lyddon
Nick Kirrage
Benchmark: IA UK All Companies
Investment
Schroder Recovery Z Acc
3 months
6 months
1 Year
3 years
5 years

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 joined Schroders as a graduate in 2005 and have spent most of my time in the business as part of the UK equities team. Between 2006 and 2010 I was a research analyst responsible for producing investment research on companies in the UK construction, business services and telecoms sectors. In mid 2010 I joined Kevin Murphy and Nick Kirrage on the UK value team.

Fund Manager

Nick Kirrage

Start Date

17-06-2024

Bio

Nick joined Schroders in 2001, initially working as part of the Pan European research team, providing insight and analysis on a broad range of sectors including transport, aerospace, mining and chemicals. In 2006, with Kevin Murphy, he took over management of a fund that seeks to identify and exploit deeply out-of-favour investment opportunities. In 2010, with Kevin, he also took over management of the team’s flagship UK value fund, seeking to offer income and capital growth. Nick has a Masters degree in aeronautical engineering and is a CFA Charterholder.

Data source:

All financial data is supplied by FE

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