Schroder Recovery Fund
Schroder Recovery Fund
Value holds centre court in Kevin Murphy and Nick Kirrage's investment strategy for the Schroder Recovery Fund. They aim for the value sweet spot, seeking out companies which appear to be significantly under-priced having suffered a setback.
The nature of a true ‘recovery’ strategy can be volatile over short periods, but time and time again over the long-term, the Schroder Recovery Fund has proved its potential to give investors consistent, smashing returns.
5 reasons to invest
Meet the managers
Nick is a specialist Value UK Equity Fund Manager and has previously worked as a sector analyst responsible for a number of UK sectors including Transport and Metals & Mining. He is a CFA charter holder and holds a degree in Aeronautical Engineering from Bristol University.
Kevin is a specialist Value UK Equity Fund Manager, and was previously a sector analyst for Pan European Construction and Building Materials. Kevin is a CFA charter holder and holds a degree in Economics from Manchester University.
What are the risks?
- Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.
- Funds that invest predominantly in the companies of one country or region can carry more risk than funds spread over a number of countries or regions.
- Investments in smaller companies can be less liquid than investments in larger companies and price swings may therefore be greater than in larger company funds.
- The fund can use derivatives for investment purposes. These instruments can be more volatile than investment in equities or bonds.
- The fund is not tied to replicating a benchmark and holdings can therefore vary from those in the index quoted. For this reason the comparison index should be used for reference only.
Investing in the fund
Looking for exposure to large UK companies.
Comfortable with the risks associated with an equity-based investment.
Who have a medium to long-term investment horizon of between 3-5 years.
Seeking a lower risk fund.
Not prepared to have their capital at risk.
Uncomfortable with the level of risk associated with equity-based investment.
With a short-term investment horizon.
Unwilling to tolerate short-term volatility (or fluctuations in the value of an investment).