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.
We are pleased to announce increased flexibility on pricing across the entire SVM Retail OEIC Fund range by enhancing initial commission up to 5.25%.
The offer will run from 1st October 2009 until further notice while we await the publication of the Retail Distribution Review. It allows intermediaries to rebate up to 5.25% of their commission to clients, so if an adviser is remunerated on a fee basis they can choose not to take any commission and give their clients access to SVM's funds with no initial charge.
How to invest
|
|
Price |
Date |
|
Retail Share Class A |
133.90 p |
08 Mar 2010 |
|
Institutional Share Class B |
137.90 p |
08 Mar 2010 |
|
Sedol |
ISIN |
MEX |
Retail Share Class A |
B0KXRB8 |
GB00B0KXRB86 |
SXUAT |
Institutional Share Class B |
B0KXSK4 |
GB00B0KXSK43 |
SXUAB |
|
|
SVM has won the following award:
Lipper Fund Awards 2008
Best Overall Group – Equity Small category |
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