Schroder Recovery Fund

The fund is focused on ‘value’ investing. The argument is simple, you buy the market when it is cheap to get the most attractive returns.

Strangely, although this is a well-known fund, with a good track record and a good management team we have never reviewed it!

The fund was established in 2004 and Nick Kirrage and Kevin Murphy became managers in 2006. It remains a fairly small fund with assets under management of £600 million and has delivered a consistently strong long term track record. (Although past performance is no guide to future performance).

The review was with Kevin Murphy, and he described the fund as something you are prepared to hold and almost forget about to get the best returns. Effectively this fund will be volatile and certainly won’t appeal to all investors but it has an interesting style which has proven affective over time.

Fund Facts Morningstar

Notes

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