SVM Asset Management - Funds - UK Alpha Fund

Funds > UK Alpha Fund: Monthly review

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The SVM UK Alpha Fund will invest in UK companies where our research suggests there is hidden value, regardless of their market capitalisation. The Fund’s benchmark will be the FTSE All-Share Index, so the Fund can stock-pick from the full range of UK companies. The Fund is not constrained by the benchmark – we select stocks with a focus on absolute return. Typically, between 35 and 45 stocks will be held in the portfolio at any one time. The Fund will actively seek to invest a higher proportion of its assets than the benchmark in medium and smaller sized companies – our experience suggests these offer the best potential for superior returns.

Client Brochure

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Latest Fast Facts

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Stock analysis and commentary

Full details as at 31 July 2008

Fund Manager Interview and Update (July 2008)

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Latest Fact Sheet (August 2008)

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(Details as at 31 July 2008)

	Price	Date
Retail Share Class	117.60 p	26 Aug 2008
Institutional Share Class	119.70 p	26 Aug 2008

The prices for the funds are calculated at 12 noon each day. The funds operate on a forward pricing basis.

Please note that the above prices are for information purposes only and are not necessarily the price at which the funds can be bought or sold.

The fund was originally launched on 30 September 2005.

SVM has won the following award:

Lipper Fund Awards 2008
Best Overall Group – Equity Small category

The SVM UK Alpha Fund has the following rating:

Source & Copyright: CITYWIRE. Colin McLean is AAA rated by Citywire for his 3 year risk adjusted performance for the period 31/07/2005 - 31/07/2008

Hector Kilpatrick image

Hector joined SVM having worked as a senior member of the European equities team at Standard Life Investments. He is an Associate of the Society of Investment Professionals. Hector holds a MBA in Strategic Management and a MSc in Aquatic Resource Management. Hector manages the SVM UK Alpha Fund and is responsible for researching European pharmaceuticals, basic Industrials and UK support services.

> Meet the rest of the team

The Fund's aim is to achieve medium to long-term capital growth by investing principally in UK Companies listed on the London Stock Exchange and other permitted securities.

Chart showing investment performance

	SVM UK Alpha Fund A
	FTSE All-Share Index

Time span: Update chart

Source: Lipper, mid to mid, UK net, to 26/08/2008.
Past performance should not be seen as an indication of future performance.

04 February 2008

Hector Kilpatrick on Stockpicking - Investment Week
Hector Kilpatrick

12 November 2007

SVM UK Alpha Fund - Hits the Top Spot
Renee Jones

Visit the media centre for more presentations.

Annual Short Report

31 December 2007

Interim Short Report

	One month	2008 yr to date	One year	Three years	Five years	Since launch
	%	%	%	%	%	%
SVM UK Alpha Fund A	-7.5	-18.8	-19.2	N/A	N/A	18.0
Benchmark Index	-3.6	-14.4	-13.3	N/A	N/A	9.8
Average Fund	-3.1	-14.1	-14.9	N/A	N/A	8.1

Source: Lipper Hindsight, UK All Companies, mid to mid, UK net, since launch to 31/07/2008.

% Change	2008	2007	2006	2005	2004
SVM UK Alpha Fund A	-13.0	28.2	N/A	N/A	N/A

FTSE All-Share	-13.0	18.4	N/A	N/A	N/A

Source: Lipper Hindsight, UK All Companies, mid to mid, UK net, to last quarter end 30/06/2008. The Fund was launched on 30 September 2005. Past performance should not be seen as an indication of future performance. The value of an investment may fall as well as rise and investors may not get back the amount originally invested. Currency movements may cause the value of your investment to fall as well as rise. Investing in smaller companies may increase the volatility of your investment. All performance data refers to the Retail share class.

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