|Bid Price||-||Offer Price||-|
|Mid Price||GBX 325.40||Day Change||GBX +1.10 (0.34%)|
|Price Date||18 Oct 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.30 %|
|Total Expense Ratio||1.21||Fund Size||29,566,700.00|
|Launch Date||01/12/2010||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||250,000.00||Total Expense Ratio (%)||1.21|
|ISIN||GB00B0KXSK43||Min TopUp (£)||200.00|
The Fund’s aim is to provide medium to long term capital growth by investing in companies globally. The Fund is unconstrained and the portfolio is constructed without reference to any benchmark.
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.
Jimmy has six years of investment experience. Prior to joining SVM in 2010. Jimmy worked at the global equity manger, Edinburgh Partners. At Edinburgh Partners Jimmy was responsible for company analysis in a variety of industries and also specific mid cap company research. At SVM Jimmy will contribute ideas directly to the SVM World Equity Fund.