SVM World Equity A AccRegister to Unlock Ratings |
| Performance History | 31/05/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -13.6 | 29.6 | 13.3 | 25.8 | -8.7 |
| +/-Cat | -6.8 | 10.6 | 2.8 | 7.8 | -0.7 |
| +/-B’mrk | -9.8 | 7.9 | 0.7 | 6.2 | -2.4 |
| Category: Global Large-Cap Blend Equity | ||||||
| Category Benchmark: MSCI ACWI NR USD | ||||||
| Key Stats | ||
| NAV 28/06/2022 | GBX 403.80 | |
| Day Change | 0.47% | |
| Morningstar Category™ | Global Large-Cap Blend Equity | |
| IA (formerly IMA) Sector | Global | |
| ISIN | GB00B0KXRB86 | |
| Fund Size (Mil) 31/05/2022 | GBP 20.83 | |
| Share Class Size (Mil) 31/05/2022 | GBP 2.48 | |
| Max Initial Charge | 5.25% | |
| Ongoing Charge 04/11/2021 | 1.98% | |
| Investment Objective: SVM World Equity A 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. The performance is measured after all fees and costs are deducted. The Fund will identify investment opportunities in companies globally whose future growth is not reflected in current market expectations. The Fund will invest at least 80% in global equities and other equity related instruments such as Exchange Traded Funds. From time to time, when particular opportunities are identified, or the ACD considers it appropriate, the Fund may invest in transferrable securities which are otherwise permitted for the Fund. |
| Returns | |||||||||||||
|
| Management | ||
Manager Name Start Date | ||
Neil Veitch 01/12/2010 | ||
Inception Date 30/09/2005 | ||
| Advertisement |
| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| MSCI ACWI IMI NR USD | MSCI ACWI NR USD |
| Target Market | ||||||||||||||||||||
| ||||||||||||||||||||
| Portfolio Profile for SVM World Equity A Acc | 30/04/2022 |
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||
| Top 5 Holdings | Sector | % |
 Alphabet Inc Class A |  Communication Services | 7.58 |
| Entain PLC |  Consumer Cyclical | 5.52 |
| MagnaChip Semiconductor Corp |  Technology | 5.18 |
| Micron Technology Inc | Technology | 4.67 |
| Alpha Financial Markets Consulti...
|  Industrials | 4.61 |
| ||
 Increase  Decrease  New since last portfolio | ||
| SVM World Equity A Acc | ||
