Schroder Recovery Z Acc

Fund
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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History4.53%
  • 3 Year sharpe-0.35
  • 3 Year alpha-4.98
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.90%
  • IA SectorUK All Companies
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B3VVG600

Investment Strategy

The Fund aims to provide capital growth by investing in equity and equity related securities of UK companies that have suffered a severe setback in either share price or profitability. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of UK companies. These are companies that are incorporated, headquartered or have their principal business activities in the UK.

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