Quick Stats

Bid Price - Offer Price -
Mid Price GBX 296.90 Day Change GBX -0.30 (-0.10%)
Price Date 20 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.97 Fund Size 29,566,700.00
Launch Date 01/12/2010 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 (%) 1.97
ISIN GB00B0KXRB86 Min TopUp (£) 200.00

Fund Objective

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.

Fund Managers

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.
James Cooke
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.