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


Please note... is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to and cannot be replicated or copied without our permission.