SCHRODER RECOVERY A - Fund overview
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Overview of
SCHRODER RECOVERY A
As the name would suggest, the portfolio invests in recovery or special situations. This leads the manager down a value approach to investing. Targeting unloved stocks that the manager believes have potential highlights the contrarian nature of the portfolio. This style of investing can fall out of favour with the market leading to periods of underperformance.
Standard Initial Charge
3.25% 0.00%
Invest via Bestinvest
to save 3.25%
Fund summary
| Sector |
UK All Companies
|
| Product type |
UNIT TRUST
|
| Launched |
July, 1970
|
| Size |
£261m
|
| Yield |
1.6%
|
| Charging basis |
Income
|
| Dividends paid |
–
|
| Bid price(inc) |
6,049.00p |
| Bid price(acc) |
9,581.00p |
Fund Charges
|
Standard Initial charge
|
3.25%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
1.49%
|
|
Annual management charge
|
1.50%
|
|
Total expense ratio
|
1.52%
|
|
Reduction in yield (10yr)
|
1.67%
|