SVM UK Growth Institutional

Name
SVM UK Growth Institutional
Manager
SVM Asset Management Ltd
Type
Open Ended Investment Company
ISIN
GB0032084708
Sector
UK All Companies
Launched
17/03/2000
OCF
1.06 %
Risk Rating
4
3 Year Sharpe
0.96
3 Year Alpha
4.92
Yield
0 %
Benchmark
FTSE AllSh 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 All-Share Index (or any successor or substitute index). This Fund will invest principally in securities listed on the London Stock Exchange. From time to time, when particular opportunities are identified, or the ACD considers it appropriate, this Fund may invest in securities which are dealt in or traded on the London Stock Exchange but outside the FTSE 100 Index (or any successor or substitute index) or which are otherwise permitted for this Fund.
Holding %
Beazley PLC 3.31 %
GVC Holdings PLC 2.99 %
SSP Group PLC 2.79 %
DCC PLC 2.72 %
Burford Capital Ltd 2.58 %
Prudential PLC 2.55 %
Johnson Service Group PLC 2.49 %
Fevertree Drinks PLC 2.39 %
UNITE Group PLC 2.39 %
UDG Healthcare PLC 2.24 %
Region %
United Kingdom 88.07 %
Eurozone 9.65 %
Sector %
Consumer Cyclical 22.58 %
Financial Services 17.94 %
Industrials 16.69 %
Consumer Defensive 10.06 %
Technology 8.34 %
Healthcare 7.43 %
Basic materials 5.93 %
Real Estate 5.17 %
Name
SVM Asset Management Ltd
Address
EH2 3AH, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Colin McLean
Joined 02/29/2008

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.

Margaret Lawson
Joined 10/30/2005

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.

Data provided by Morningstar.

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