Schroder Global Recovery Fund

Select share classes

Schroder Global Recovery Fund L Accumulation GBP

Category Global Large-Cap Value Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.165

arrow-up£0.006 (+0.52%)

Fund Code

SCGLA

BYRJXP3

GB00BYRJXP30

Prices updated as at 09 May 2025
|
Prices in GBP
Investment objective
The Fund aims to provide capital growth in excess of the MSCI World (Net Total Return) Index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of companies worldwide which are considered to be undervalued relative to their long term earnings potential. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of companies worldwide that have suffered a set back in either share price or profitability, but where long term prospects are believed to be good.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
Schroder Unit Trusts Limited
Fund launch date
30 Oct 2015
Domicile
United Kingdom
UCITS
Yes
Lead manager
Simon Adler
Lead manager start date
01 Nov 2018
Lead fund manager biography
Simon Adler is a fund manager in Schroders Global Value team who manage income, recovery and sustainable strategies across four geographies: UK, European, global and emerging markets. Simon co-manages Global Recovery, Global Income and Global Sustainable Value strategies. He joined the Global Value team in July 2016 to manage portfolios. His investment career commenced in 2008 at Schroders as a UK equity analyst. He was previously sector analyst responsible for Chemicals, Media, Transport, Travel & Leisure and Utilities. He was a Global Sustainability Specialist in Global Equity team until 2016. Qualifications: CFA Charterholder; MA in Politics, Edinburgh University
Lead manager
Liam Nunn
Lead manager start date
28 Feb 2020
Lead fund manager biography
Co-manager of Global Income strategies and deputy fund manager of Global Recovery strategies Joined the Global Value team in January 2019 as an analyst Investment career commenced in 2011 at Schroders as a Pan European sector analyst Moved to Merian Global Investors (formerly Old Mutual Global Investors) in 2015 as an equity analyst/fund manager Chartered Financial Analyst Degree in Politics, Philosophy and Economics, Durham University
Head office
1 London Wall Place
London
United Kingdom
EC2Y 5AU
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