Quick Stats

Bid Price - Offer Price -
Mid Price GBX 465.10 Day Change GBX +1.50 (0.32%)
Price Date 18 Oct 2017 Crown Rating 4
Shares Class Inc. Yield 0.40 %
Total Expense Ratio 1.92 Fund Size 155,117,800.00
Launch Date 20/03/2000 Standard Initial Charge (%) 5.25
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.92
ISIN GB0032064635 Min TopUp (£) 200.00

Fund Objective

The Fund’s aim is to achieve medium to long term capital growth from an equity portfolio selected from UK listed stocks and other permitted securities. Its objective is to beat the FTSE All-Share Index.

Fund Managers

Colin McLean
Colin has managed the Fund for 13 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.
Margaret Lawson
Margaret joined SVM in 1990 as a founding director. Prior to joining SVM, Margaret worked for FS Assurance as manager of the FS Balanced Growth Fund. Margaret graduated with BSc (Hons) in Economics. She is an associate member of the UK Society of Investment Professionals (ASIP).