SVM UK Growth Retail

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Performance History31/05/2021
Growth of 1,000 (GBP) Advanced Graph
SVM UK Growth Retail
Fund23.7-16.226.16.26.2
+/-Cat7.6-4.02.411.2-5.8
+/-B’mrk10.6-6.76.916.0-4.7
 
Key Stats
NAV
18/06/2021
 GBX 571.20
Day Change 0.47%
Morningstar Category™ UK Flex-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB0032064635
Fund Size (Mil)
30/04/2021
 GBP 191.52
Share Class Size (Mil)
30/04/2021
 GBP 11.74
Max Initial Charge 5.25%
Ongoing Charge
11/01/2021
  1.72%
Investment Objective: SVM UK Growth 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)18/06/2021
YTD6.37
3 Years Annualised4.69
5 Years Annualised9.42
10 Years Annualised9.79
12 Month Yield 0.00
Management
Manager Name
Start Date
Margaret Lawson
30/10/2005
Colin McLean
29/02/2008
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 Growth Retail30/04/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock96.690.7395.95
Bond0.000.000.00
Property0.000.000.00
Cash4.050.004.05
Other0.000.000.00
Top 5 Regions%
United Kingdom94.12
Eurozone2.90
United States1.47
Asia - Developed1.09
Australasia0.42
Top 5 Sectors%
Consumer Cyclical26.19
Industrials20.88
Technology14.80
Financial Services10.60
Communication Services7.86
Top 5 HoldingsSector%
Ceres Power Holdings PLCIndustrialsIndustrials4.39
JD Sports Fashion PLCConsumer CyclicalConsumer Cyclical3.60
Dechra Pharmaceuticals PLCHealthcareHealthcare3.36
Keystone Law Group PLC Ordinary ... Consumer CyclicalConsumer Cyclical3.30
Croda International PLCBasic MaterialsBasic Materials3.26
SVM UK Growth Retail

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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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