Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Scottish Friendly UK Growth

Ranked 185 out of 255 in - UK (All Companies) 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 primarily in shares of UK companies which, in the managers view, have strong growth prospects.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 185/255 Total Return
  • Rank 224/255 Standard Deviation
  • Rank 239/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.3%
2018 -17.6% -8.0% 9.8% -2.5% -16.3%
2017 20.4% 5.5% 4.6% 1.7% 7.3%
2016 1.5% -3.1% -4.5% 10.0% -0.3%
2015 13.5% 6.1% 2.2% -3.0% 8.0%
2014 2.0% 4.6% -6.4% 0.3% 3.9%
2013 30.2% 12.2% -0.3% 4.9% 10.9%
2012 11.9% 6.9% -6.7% 7.4% 4.4%
2011 -11.3% -0.8% -2.1% -12.9% 4.9%
2010 20.4% 6.2% -10.6% 15.4% 9.9%
2009 28.8% -12.7% 14.6% 29.4% -0.6%
2008 -31.0% -11.3% -1.7% -18.9% -2.3%
2007 7.1% 3.9% 4.8% 1.4% -3.0%
2006 23.6% 13.7% -6.1% 4.8% 10.4%
2005 21.8% 4.5% 2.5% 7.7% 5.6%
2004 16.0% 6.1% 3.0% 2.5% 3.5%
2003 20.2% -5.3% 12.6% 4.5% 8.0%
2002 -18.1% 3.7% -9.0% -13.0% -0.3%
2001 -12.2% 4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/05/2001
  • Share Class size15Mn
  • Base currencyGBP
  • ISIN GB0030486095

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment30

Charges

  • Annual management1.00%
  • Initial investment4.00%

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