To achieve medium to long term capital growth by investing principally in UK Companies listed on the London Stock Exchange and other permitted securities
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.
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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