Scottish Friendly Managed Growth Acc

Ranked 257 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Colin McLean

Born in Maracaibo, Venezuela, Colin McLean founded Edinburgh-based SVM Asset Management in 1990. McLean took an MA (Hons) in political economy and economic statistics from Glasgow University and was later awarded an MBA. From 1974 he enjoyed a 12 year stint as managing director of FS Assurance before joining Scottish Provident as Head of Investments. Prior to launching SVM, McLean spent 2 years as managing director of Templeton's European operations. His interests outside of fund management include golf, music and going to the cinema.

Objective

The objective of the Fund is to generate capital growth over the medium to long term. The Fund invests in shares and fixed interest securities both on UK and international stockmarkets which, in the managers view, have strong growth prospects. Fixed interest securities will comprise UK gilts or fixed interest securities denominated in sterling or foreign currencies. The Fund may use derivatives or invest in cash or deposits.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019
  • Rank 257/262 Total Return
  • Rank 237/262 Standard Deviation
  • Rank 261/262 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.3%
2018 -16.3% -7.7% 6.0% -1.5% -13.2%
2017 16.7% 5.2% 3.9% 1.1% 5.6%
2016 3.6% -2.6% -2.4% 8.9% 0.0%
2015 9.3% 4.6% 0.2% -2.5% 7.0%
2014 5.1% 2.5% -3.2% 1.7% 4.2%
2013 23.0% 10.2% -1.1% 4.2% 8.3%
2012 6.1% 3.7% -6.0% 5.8% 3.0%
2011 -10.1% -1.3% -1.2% -11.0% 3.5%
2010 19.6% 5.9% -8.6% 12.2% 10.1%
2009 24.0% -6.9% 11.7% 16.4% 2.5%
2008 -38.4% -8.5% 2.3% -20.8% -17.0%
2007 7.8% 2.5% 4.1% -0.7% 1.7%
2006 14.5% 9.9% -3.6% 1.8% 6.3%
2005 26.8% 5.0% 5.1% 9.8% 4.6%
2004 12.5% 2.4% 0.9% 3.4% 5.4%
2003 16.6% -5.6% 11.5% 4.2% 6.4%
2002 -13.4% 4.1% -7.3% -10.8% 0.7%
2001 -8.9% -6.3% 4.0% -13.1% 7.5%
2000 1.0% 1.2% 0.2% 0.8% -1.2%
1999 -1.4% 20.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/05/1999
  • Share Class size131Mn
  • Base currencyGBP
  • ISIN GB0006929029

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment30

Charges

  • Annual management1.00%
  • Initial investment1.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).