Schroder Global Recovery Fund

This fund is ideal for investors looking to benefit from global recovery stories with a long-term investment time frame. There will be short term volatility and investors must be prepared to accept this.

This fund is for patient investors who are comfortable with riding out short term volatility for above average long term rewards. It invests in global companies (which will include the UK) which for reasons have suffered a setback in either profits or price but where prospects are believed to be good. We will touch on this further in the review when we look at the fund highlights.

It is a concentrated portfolio of between 30 and 60 stocks with a low turnover. Speaking to the team the typical investor will be someone who has a hard hat and an open mind, meaning they are prepared to focus on the micro whilst being conscious of (but not swayed by) the macro and have a long term horizon.

However, investors who like the fund may find it hard to invest in. It is domiciled offshore and as yet not available on many platforms. The fund was launched in 2013 however the team have a track record of 7 years running the Schroder Recovery Fund in the UK which has the ability to invest up to 20% in overseas recovery stocks. It therefore is a natural progression to open a global version to increase the opportunity set further.

In summary for long term value investors (see story behind the investment) this offers them the opportunity to invest globally in undervalued stocks. The downside is finding a platform which offers it currently.

Fund Facts Morningstar


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