SVM UK Opportunities B Institutional

Name
SVM UK Opportunities B Institutional
Manager
SVM Asset Management Ltd
Type
Open Ended Investment Company
ISIN
GB0032084815
Sector
UK All Companies
Launched
17/03/2000
OCF
1.07 %
Risk Rating
3
3 Year Sharpe
1.13
3 Year Alpha
5.86
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). The Fund will invest principally in securities of UK companies 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 other permitted transferable securities.
Holding %
Melrose Industries PLC 6.38 %
Ryanair Holdings PLC 5.22 %
BP PLC 4.97 %
GVC Holdings PLC 4.78 %
Ashtead Cfd 4.51 %
Synthomer PLC 4.34 %
Prudential PLC 4.26 %
GlaxoSmithKline PLC 4.21 %
Lloyds Banking Group PLC 3.57 %
Norcros PLC 3.49 %
Region %
United Kingdom 95.71 %
Sector %
Industrials 27.35 %
Consumer Cyclical 17.32 %
Energy 14.61 %
Financial Services 12.83 %
Basic materials 12.62 %
Healthcare 5.87 %
Name
SVM Asset Management Ltd
Address
EH2 3AH, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Neil Veitch
Joined 01/23/2006

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.

Data provided by Morningstar.

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