Quick Stats

Bid Price - Offer Price -
Mid Price GBX 575.30 Day Change GBX -1.30 (-0.23%)
Price Date 19 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 0.30 %
Total Expense Ratio 1.09 Fund Size 155,302,300.00
Launch Date 20/03/2000 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 250,000.00 Total Expense Ratio (%) 1.09
ISIN GB0032084815 Min TopUp (£) 200.00

Fund Objective

The Fund’s aim is 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 Managers

Craig Jeruzal
Prior to joining SVM Craig was senior analyst responsible for all SRI research at KempenCapital Management. His responsibilities include the research, engagement and scoring of all potential investments for the SVM All Europe SRI Fund. Craig holds a MA'(Hons) Politics, Edinburgh University and the Investment management Certificate.
Neil Veitch
Neil joined SVM in 2006 to manage the SVM UK Opportunities Fund. He is also lead manager of the SVM World Equity Fund and co manager of the SVM All Europe SRI Fund. Prior to joining SVM, Neil was responsible for UK mid & small cap investments at Dutch merchant bank, Kempen Capital Management, where he also managed pan European mandates.