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Fund Fact Sheet

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SVM UK Opportunities

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Our initial charge: 1.00% (80.95% off standard charge) See below

Quick Stats
Fund currencyGBX Change on day-0.84% Sector UK All Companies
Bid pricen/a YTD return104.71% Fund Size (£m) 60.8
Mid price212.9 Yield0.50% Fund typeOEIC
Offer pricen/a TypeGrowth Launch Date20-03-2000
Fund Objective
To achieve medium to long term capital growth by investing principally in UK Companies listed on the London Stock Exchange and other permitted securities
Fund Ratings
Interactive Investor Risk Rating Financial Express Crown Rating
Risk Level High Finex Crown Ratings 1 Crown(s)
Performance Against Sector
Total returns Fund +/- Sector +/-
1 year +137.16% +42.51%
3 year -10.92% -9.17%
5 year +50.25% +28.07%
12 Month Performance
High 223.60
Low 89.38
Fund Performance
Fund performance graph
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Manager Information
Name Start Date Biography
Neil Veitch 23-01-2006 Neil has over 11 years experience of investment management. Prior to joining SVM, Neil was responsible for UK mid & small cap investments at Dutch merchant bank, Kempen Capital Management. As well as managing the UK portfolios, Neil also managed European mandates. Neil holds a BA (Hons) in Economics, a MSc in Investment Management and is qualified as a Chartered Financial Analyst (CFA). His sector responsibilities include European industrials, technology, oil and gas E&P and UK support services & house builders.
Margaret Lawson 12-11-2005 Prior to co-founding SVM in 1990, Margaret previously worked as an investment manager at FS Investment Managers and was manager of its flagship UK fund, FS Balanced Growth Fund. Margaret manages the SVM UK100 Select Fund. Her sector responsibilities include UK telecoms, media & leisure, transport and general financials.
Current Market Information
Bid n/a
Mid 212.9
Offer n/a
Change -1.8 (-0.84%)
XD (ex-dividend)
Price Date 20-11-2009
Purchase Information
Min. Single Investment £20
Min Regular Savings £20
Ex-Dividend Date(s) 1 Jan
ISA Yes
Pep Yes
Charges
Standard (Fund Manager) Initial Charge 5.25%
Interactive Investor Initial Charge 1.00% (80.95% off standard charge)
Annual Management Charge (AMC) 1.5%
Total Expenses Ratio (TER) 1.78%
Fund codes
ISIN Code GB0032064304
MEX Code SXUOR

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Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.