Quick Stats

Bid Price - Offer Price -
Mid Price GBX 66.94 Day Change GBX +0.48 (0.72%)
Price Date 22 Aug 2014 Crown Rating 1
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.37 Fund Size 3,200,000.00
Launch Date 15/05/2006 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.65 Sector IMA UK Equity Income
Min Investment (£) 2,000,000.00 Total Expense Ratio (%) 1.37
ISIN GB00B12Z0P44 Min TopUp (£) 200.00

Fund Objective

The Fund’s aim is to achieve medium to long term capital growth and to outperform the FTSE World Index by investing in investment trusts and other permitted securities.

Fund Managers

Colin McLean
Colin has managed the Fund for 6 Years. Prior to founding SVM in 1990, Colin was managing director of Templeton’s International European operations. He appears regularly on CNBC, Bloomberg and BBC radio. In 2010, he chaired the Professionalism Working Group established by CFA UK. Colin is a former board member of CFA UK and was Chairman from 2005 - 2007.