SVM UK Emerging Fund Plc

Name
SVM UK Emerging Fund Plc
Manager
SVM Asset Management Ltd
Type
Closed Ended Investment Company
ISIN
GB0000684174
Sector
UK Smaller Companies
Launched
18/10/2000
OCF
1.83 %
Risk Rating
5
3 Year Sharpe
0.54
3 Year Alpha
12.11
Yield
0 %
Benchmark
FTSE All Share
Fund Size
£ 5.11 million
NAV
113
Gearing
100
Discount Premium
-25
To achieve long term capital growth from investments in medium-sized and smaller UK companies, and to outperform the IA UK All Companies Sector Average Index on a total return basis.
Holding %
Cfd Positions 19.75 %
Fevertree Drinks 4.97 %
Burford Capital 4.78 %
4Imprint Group 4.40 %
Unite Group 3.87 %
Workspace Group 3.37 %
Hutchison China Meditech 3.29 %
Hilton Food Group 3.04 %
Blue Prism Group 2.83 %
Kerry Group 2.64 %
Name
SVM Asset Management Ltd
Address
EH2 3AH, Edinburgh, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Margaret Lawson
Joined 03/31/2015

Prior to co-founding SVM in 1990, Margaret previously worked as an investment manager at FS Investment Managers and was manager of its flagship UK fund, FS Balanced Growth Fund. Margaret manages the SVM UK 100 fund. Her sector responsibilities include UK telecoms, media & leisure, transport and general financials; Margaret also researches European industrials.

Colin McLean
Joined 09/06/2012

Colin has over 35 years' investment experience and is widely regarded as one of the UK's top stock-picking analysts. Prior to establishing SVM Asset Management in 1990, he held senior positions with three major financial institutions. He was Head of Investment of two UK life assurers, FS Assurance and Scottish Provident, before being Managing Director of Templeton International's European operations. His sector responsibilities include UK financials, insurance and mining.

Data provided by Morningstar.

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