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Schroder ISF Global Recovery Inclusive - Class A - Accumulation (Hedged GBP)

Sell:14,073.16p Buy:14,073.16p Change: 173.18p (1.25%)
Prices as at 15 April 2021
Sell:14,073.16p
Buy:14,073.16p
Change: 173.18p (1.25%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 15 April 2021
Sell:14,073.16p
Buy:14,073.16p
Change: 173.18p (1.25%)
Prices as at 15 April 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Equity income funds are popular with investors. Most try to generate a rising income, and increase the value of your original investment, over the long term. The income can be paid out, or reinvested to boost long-term growth. Equity income funds have traditionally focused on the UK, and there's still a strong case for UK equity income. But there's a growing case for investing globally for income too. The number of companies outside the UK offering high and rising dividends has increased rapidly. And exposure to foreign currencies will boost returns if sterling weakens, like it did after the UK voted to leave the European Union in 2016, but the reverse is true if sterling strengthens.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

15/04/16 to 15/04/17 15/04/17 to 15/04/18 15/04/18 to 15/04/19 15/04/19 to 15/04/20 15/04/20 to 15/04/21
Annual return 11.00% 17.13% -5.07% -31.52% 59.75%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Andrew Lyddon
Manager start date: 9 October 2017
Manager located in: TBC

Joined in 2005

manager photo
Manager Name: Kevin Murphy
Manager start date: 9 October 2017
Manager located in: London

Kevin started at Schroders in 2000, initially working on the UK equity desk. Kevin joined the Pan European research team in 2003, looking to further his analytical skills, initially covering the Housebuilding and Construction sectors. After three years, Kevin moved back to the UK Fund management desk, taking on co-management of the Schroder Recovery Fund, a UK product with a 40 year track record of identifying and exploiting deeply out of favour investment opportunities, alongside Nick Kirrage. In 2010, Nick and Kevin also took over management of the Schroder Income Fund, the UK equity team's flagship value product.

manager photo
Manager Name: Nick Kirrage
Manager start date: 9 October 2013
Manager located in: London

He has been at Schroders over 10 years, initially working as part of the Pan European research team proving insight and analysis on a broad range of sectors from Transport and Aerospace to Mining and Chemicals. In 2006, Kevin Murphy and Nick took over management of the Schroder Recovery Fund, a UK product with a 40 year track record of identifying and exploiting deeply out of favour investment opportunities. In 2010, Kevin and Nick also took over management of the Schroder Income Fund, the UK equity team's flagship value product.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account