SVM UK Opportunities A RetailRegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 23.4 | -21.2 | 7.8 | 4.8 | 3.2 |
![]() | +/-Cat | 7.0 | -9.5 | -0.2 | -3.0 | -1.1 |
![]() | +/-B’mrk | - | - | 0.2 | -5.0 | -2.5 |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 07/02/2025 | GBX 615.20 | |
Day Change | -0.21% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB0032064304 | |
Fund Size (Mil) 31/10/2024 | GBP 303.46 | |
Share Class Size (Mil) 07/02/2025 | GBP 12.86 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 14/10/2024 | 1.70% |
Investment Objective: SVM UK Opportunities A Retail |
The objective of this Fund is to achieve capital growth over the long term (5 years or more) and it aims to outperform the MSCI United Kingdom IMI (or any successor index). Performance is measured on a monthly basis over rolling 5 year periods after all fees and costs are deducted. The Fund will invest at least 80% in equities and equity related instruments in UK companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Neil Veitch 23/01/2006 | ||
Inception Date 20/03/2000 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI UK IMI NR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for SVM UK Opportunities A Retail | 31/12/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.97 |
![]() | ![]() | 5.09 |
![]() | ![]() | 5.05 |
![]() | ![]() | 4.87 |
![]() | ![]() | 4.08 |
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SVM UK Opportunities A Retail |