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SVM UK Opportunities

Ranked 213 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Neil Veitch

Neil Veitch holds a BA degree in economics and an MSc in investment management. He is currently a fund manager at SVM where his sector responsibilities include European industrials, technology, oil and gas and UK support services and house builders. Prior to this he was responsible for UK mid and small cap investments at Kempen Capital Management, a Dutch merchant bank. He has over 11 years' experience in investment management and is a qualified Chartered Financial Analyst.

Objective

The objective of this Fund is to achieve above average capital growth over the medium to long term (although short term investment opportunities will also be considered) and it aims to outperform the FTSE All Share Index. The Fund will invest principally in securities of UK companies listed on the London Stock Exchange.From time to time, when particular opportunities are identified, or the ACD considers it appropriate, this Fund may invest in other permitted transferable securities.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 213/255 Total Return
  • Rank 209/255 Standard Deviation
  • Rank 224/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.0%
2018 -12.4% -3.3% 10.2% -2.4% -15.7%
2017 13.7% 2.6% 3.8% 2.8% 4.0%
2016 7.8% -2.9% -4.3% 9.9% 5.5%
2015 18.5% 7.3% 4.0% -3.9% 10.5%
2014 -2.6% -0.3% -1.4% -1.3% 0.5%
2013 34.5% 12.4% 4.1% 7.3% 7.1%
2012 18.9% 10.9% -3.2% 6.3% 4.2%
2011 -15.6% -1.4% 0.0% -15.7% 1.6%
2010 29.5% 3.4% -4.5% 19.2% 10.0%
2009 101.6% 2.2% 38.7% 41.8% 0.2%
2008 -55.2% -10.7% -3.4% -31.5% -24.2%
2007 -7.7% 1.0% 4.0% -5.3% -7.2%
2006 35.9% 17.7% -6.1% 7.2% 14.7%
2005 25.1% 5.2% 2.4% 7.2% 8.4%
2004 22.2% 9.7% 0.8% 1.1% 9.2%
2003 29.1% -9.9% 20.9% 9.2% 8.5%
2002 -17.9% 4.8% -2.3% -13.8% -6.9%
2001 -0.1% -4.0% 11.8% -17.8% 13.2%
2000 -2.3% 52.9% -7.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
BP PLC ORD 4.45%
Tesco PLC ORD 3.84%
Prudential PLC ORD 3.79%
DCC PLC ORD 3.77%
Melrose Industries PLC ORD 3.72%
Forterra PLC ORD 3.66%
Ryanair Holdings PLC ORD 3.53%
Wizz Air Holdings PLC ORD 3.45%
Lloyds Banking Group PLC ORD 3.44%
GVC Holdings PLC ORD 3.10%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/03/2000
  • Share Class size28Mn
  • Base currencyGBP
  • ISIN GB0032064304

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

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).