SVM All Europe SRI Fund B Acc

Name
SVM All Europe SRI Fund B Acc
Manager
SVM Asset Management Ltd
Type
Open Ended Investment Company
ISIN
GB00B1FL7V46
Sector
Europe Including UK
Launched
31/10/2006
OCF
1.23 %
Risk Rating
5
3 Year Sharpe
0.43
3 Year Alpha
-0.72
Yield
1 %
Benchmark
FTSE World Europe TR GBP
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 World Europe Index (or any successor index).
Holding %
Prudential PLC 6.99 %
Norcros PLC 6.08 %
DCC PLC 5.08 %
AXA SA 4.64 %
Smurfit Kappa Group PLC 4.33 %
Synthomer PLC 4.06 %
Danone SA 3.85 %
Forterra PLC 3.72 %
Capgemini SE 3.64 %
Informa PLC 3.43 %
Region %
United Kingdom 64.68 %
Eurozone 32.75 %
Sector %
Financial Services 24.72 %
Industrials 19.53 %
Basic materials 16.99 %
Consumer Cyclical 10.49 %
Technology 7.53 %
Consumer Defensive 7.15 %
Energy 5.09 %
Name
SVM Asset Management Ltd
Address
EH2 3AH, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Neil Veitch
Joined 10/31/2006

Neil has over 11 years experience of investment management. Prior to joining SVM, Neil was responsible for UK mid & small cap investments at Dutch merchant bank, Kempen Capital Management. As well as managing the UK portfolios, Neil also managed European mandates. Neil holds a BA (Hons) in Economics, a MSc in Investment Management and is qualified as a Chartered Financial Analyst (CFA). Neil is manager of the SVM UK Opportunities Fund and co manager of SVM’s Pan European product.

Hugh Cuthbert
Joined 10/31/2006

Hugh has 11 years investment management experience managing both pan European and global equity portfolios. Prior to joining, he spent 5 years with Kempen Capital Management, a Dutch merchant bank, where he was responsible for the management of over €500m of European equities including the Orange European Mid and Small Cap funds as well as institutional mandates. He has a BA (Commendation) in Public Administration and holds the ASIP.

Data provided by Morningstar.

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