SVM World Equity B Acc

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Performance History31/01/2025
Growth of 1,000 (GBP) Advanced Graph
SVM World Equity B Acc
Fund26.7-25.05.85.84.9
+/-Cat8.7-15.7-6.9-8.40.3
+/-B’mrk7.1-17.3-9.4-13.50.9
 
Key Stats
NAV
07/02/2025
 GBX 479.50
Day Change 0.02%
Morningstar Category™ Global Large-Cap Blend Equity
IA (formerly IMA) Sector Global
ISIN GB00B0KXSK43
Fund Size (Mil)
31/10/2024
 GBP 49.85
Share Class Size (Mil)
07/02/2025
 GBP 56.41
Max Initial Charge 1.00%
Ongoing Charge
14/10/2024
  1.15%
Investment Objective: SVM World Equity B Acc
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 ACWI 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 global equities and other equity related instruments such as Exchange Traded Funds.
Returns
Trailing Returns (GBP)07/02/2025
YTD5.34
3 Years Annualised-1.96
5 Years Annualised4.35
10 Years Annualised7.80
12 Month Yield 0.16
Management
Manager Name
Start Date
Neil Veitch
01/12/2010
Inception Date
30/09/2005
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI IMI NR USDMorningstar Global TME NR USD
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 World Equity B Acc31/12/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock93.450.0093.45
Bond0.000.000.00
Property0.000.000.00
Cash1.020.160.85
Other6.010.325.69
Top 5 Regions%
United States62.19
Eurozone19.02
Asia - Developed8.55
Europe - ex Euro7.48
United Kingdom2.76
Top 5 Sectors%
Technology37.76
Industrials25.23
Financial Services9.54
Consumer Defensive8.86
Consumer Cyclical8.07
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology8.66
Taiwan Semiconductor Manufacturi... TechnologyTechnology7.99
Broadcom IncTechnologyTechnology7.75
3i Group Ord5.65
Comfort Systems USA IncIndustrialsIndustrials5.26
SVM World Equity B Acc

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