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SVM UK Opportunities A Retail

Performance History30/09/2019
Growth of 1,000 (GBP) Advanced Graph
SVM UK Opportunities A Retail
Fund18.57.713.7-12.412.4
+/-Cat11.6-2.6-2.4-0.2-2.0
+/-B’mrk17.5-9.00.6-2.9-2.1
 
Key Stats
NAV
17/10/2019
 GBX 517.60
Day Change 1.37%
Morningstar Category™ UK Flex-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB0032064304
Fund Size (Mil)
30/09/2019
 GBP 143.89
Share Class Size (Mil)
30/09/2019
 GBP 26.75
Max Initial Charge 5.25%
Ongoing Charge
31/08/2018
  1.78%
Investment Objective: SVM UK Opportunities A Retail
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 (or any successor index).
Returns
Trailing Returns (GBP)17/10/2019
YTD14.21
3 Years Annualised6.10
5 Years Annualised9.11
10 Years Annualised8.94
12 Month Yield 0.49
Management
Manager Name
Start Date
Neil Veitch
23/01/2006
Inception Date
20/03/2000
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPFTSE AllSh TR GBP
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  SVM UK Opportunities A Retail31/08/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock95.083.8591.23
Bond0.000.000.00
Property0.000.000.00
Cash8.770.008.77
Other0.000.000.00
Top 5 Regions%
United Kingdom88.79
Eurozone5.41
Australasia3.77
Europe - ex Euro1.56
Asia - Emerging0.47
Top 5 Sectors%
Energy24.10
Industrials18.40
Consumer Cyclical17.69
Financial Services16.35
Basic Materials14.80
Top 5 HoldingsSector%
DCC PLCEnergyEnergy5.91
Informa PLCConsumer CyclicalConsumer Cyclical5.36
BP PLCEnergyEnergy5.24
Synthomer PLCBasic MaterialsBasic Materials5.23
Norcros PLCBasic MaterialsBasic Materials5.22
SVM UK Opportunities A Retail
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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