|Bid Price||-||Offer Price||-|
|Mid Price||GBX 465.10||Day Change||GBX +1.50 (0.32%)|
|Price Date||18 Oct 2017||Crown Rating|
|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|
|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|
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.
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 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).