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Scottish Friendly UK Growth

Ranked 136 out of 234 in - UK (All Companies) over 36 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 : 30/04/2016 - 30/04/2019
  • Rank 136/234 Total Return
  • Rank 205/234 Standard Deviation
  • Rank 217/234 Max Drawdown
Fund Name Currency Risk
205 Scottish Friendly UK Growth GBP

12.8

206 EdenTree UK Equity Growth A GBP

13.0

207 Phoenix UK A GBP

13.1

Fund Name Currency Loss
215 Waverton UK A GBP GBP

-19.6%

216 GVQ UK Focus I GBP

-19.6%

217 Scottish Friendly UK Growth GBP

-19.7%

218 Barclays UK Lower Cap A Dist GBP

-19.8%

219 Kames UK Opportunities B Acc GBP

-19.9%

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).