Schroder European Recovery Z Inc

Fund

Fund Info

  • Yield History2.91%
  • 3 Year sharpe0.73
  • 3 Year alpha-1.26
  • Distribution Typeincome
  • BenchmarkFTSE World Eur Ex UK TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.94%
  • SectorEurope Excluding UK
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B60BTP24

Investment Strategy

Aims to provide capital growth by investing at least 80% of the fund in equity and equity related securities of European companies, excluding the UK, and is managed without reference to an index. The fund applies a disciplined value investment approach, seeking to invest in a select portfolio of companies that the Investment Manager believes are significantly undervalued relative to their long-term earnings potential. It may also invest in other financial instruments and hold cash. Derivatives may be used with the aim of reducing risk or managing the fund more efficiently.