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SVM UK Growth

Ranked 196 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Margaret Lawson

Margaret Lawson is a graduate in Economics, holding a BA from Strathclyde University, as well as being an Associate of the Society of Investment Professionals. She began her financial services career in 1981 joining FS Assurance. She then became a co-founder of SVM in 1990, and currently co-manages the SVM UK 100 Select fund alongside Colin McLean, as well as being deputy manager for both the UK Opportunities fund and the Saltire Fund, a UK equity long/short fund focused principally on UK mid and small caps. Away from the office Margaret enjoys both sport and the arts with tennis, cinema and music, more specifically playing the piano, featuring amongst her interests.

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 Fund’s aim is to achieve medium to long term capital growth from an equity portfolio selected from UK listed stocks and other permitted securities. Its objective is to beat the FTSE All-Share Index.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/01/2018 - 31/01/2019
  • Rank 196/255 Total Return
  • Rank 241/255 Standard Deviation
  • Rank 246/255 Max Drawdown
Fund Name Currency Return
194 Invesco UK Growth (UK) Acc GBP

-8.4%

195 Heronbridge UK Equity GBP

-8.4%

196 SVM UK Growth A GBP

-8.5%

196 M&G Offshore Recovery A Inc GBP

-8.5%

198 Slater Recovery A Acc GBP

-8.7%

Fund Name Currency Loss
244 Royal London UK Opportunities M Acc GBP

-20.3%

245 RWC UK Focus B GBP GBP

-20.7%

246 SVM UK Growth A GBP

-20.7%

247 Fidelity UK Opportunities W Acc GBP

-21.5%

248 Legal & General Growth R Acc GBP

-21.6%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -16.2% -4.9% 8.7% -0.9% -18.2%
2017 23.7% 5.5% 5.1% 5.0% 6.3%
2016 -3.6% -5.8% -7.1% 9.8% 0.4%
2015 19.9% 8.6% 1.1% 1.0% 8.1%
2014 -2.3% 2.6% -8.7% -0.3% 4.6%
2013 36.7% 13.6% 1.4% 6.8% 11.1%
2012 18.7% 12.9% -5.0% 7.0% 3.4%
2011 -8.2% -0.4% 0.9% -14.0% 6.2%
2010 24.3% 5.9% -9.2% 18.0% 9.5%
2009 33.1% -6.1% 12.4% 22.2% 3.3%
2008 -25.6% -6.1% 7.6% -20.5% -7.3%
2007 7.3% 4.2% 1.6% -2.8% 4.2%
2006 22.7% 11.4% -3.5% 2.7% 11.1%
2005 20.1% 2.2% 3.6% 6.8% 6.3%
2004 10.3% 1.6% 0.1% 2.4% 6.0%
2003 12.5% -5.0% 8.2% 2.8% 6.5%
2002 -17.2% 1.6% -7.8% -12.6% 1.1%
2001 -8.5% -5.6% 4.2% -11.7% 5.4%
2000 -1.6% 2.3% -2.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
SSP Group PLC ORD 3.06%
Beazley PLC ORD 3.05%
Burford Capital Ltd ORD 2.93%
Kerry Group PLC ORD 2.57%
Unite Group PLC ORD 2.48%
DCC PLC ORD 2.47%
Applegreen PLC ORD 2.44%
Croda International PLC ORD 2.33%
GVC Holdings PLC ORD 2.17%
Johnson Service Group PLC ORD 2.09%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/03/2000
  • Share Class size12Mn
  • Base currencyGBP
  • ISIN GB0032064635

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment200

Charges

  • Annual management1.50%
  • Initial investment5.25%

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