SVM Asset Management - Funds - UK100 Select Fund

Funds > UK100 Select Fund: Monthly review

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The Fund's aim is to achieve long-term capital growth from a UK equity portfolio selected from the FTSE 100 Index. Its objective is to beat the index and therefore all FTSE 100 Tracker Funds. The SVM UK100 Select Fund is run on a highly focused, bottom-up stockpicking basis. The Fund is jointly run by Colin McLean and Margaret Lawson, who both co-founded SVM Asset Management in 1990.

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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	172.90 p	26 Aug 2008
Institutional Share Class	177.20 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 offshore on 20 March 2000.

SVM has won the following award:

Lipper Fund Awards 2008
Best Overall Group – Equity Small category

The SVM UK100 Select Fund has the following ratings:

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

Morningstar Rating: 4stars

Lipper: Consistent Return

Lipper: Total Return

Margaret Lawson image

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 UK100 Select Fund. Her sector responsibilities include UK telecoms, media & leisure, transport and general financials.

> Meet the rest of the team

Colin McLean image

SVM UK100 Fund Manager - Colin McLean

Colin has over 30 years' investment experience and is widely regarded as one of the UK’s top stockpicking 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 banks, insurance and mining.

> Meet the rest of the team

The Fund's aim is to achieve medium to long-term capital growth from an equity portfolio selected from the FTSE 100 Index and other permitted securities. Its objective is to beat the FTSE 100 Index.

Chart showing investment performance

	SVM UK 100 Select Fund A
	FTSE 100 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.

09 April 2008

SVM UK100 Select charges increase

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Annual Short Report

31 December 2007

Interim Short Report

	One month	2008 yr to date	One year	Three years	Five years	Since launch
	%	%	%	%	%	%
SVM UK100 Select Fund A	-5.9	-5.0	-1.4	36.9	77.1	28.2
Benchmark Index	-3.7	-14.1	-11.6	13.8	54.9	6.6
Average Fund	-3.1	-14.1	-14.9	12.5	54.5	12.5

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

% Change	2008	2007	2006	2005	2004
SVM UK100 Select Fund A	2.3	20.7	21.7	14.7	11.1

FTSE 100	-11.6	17.1	18.0	18.6	14.6
Performance difference	+13.9	+3.6	+3.7	-3.9	-3.5

Source: Lipper Hindsight, UK All Companies, mid to mid, UK net, to last quarter end 30/06/2008. The Fund was originally launched offshore on 20 March 2000. 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. All performance data refers to the Retail share class.

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SVM Asset Management Limited is registered in Scotland (Number 125817) with its registered office at 7 Castle Street, Edinburgh EH2 3AH United Kingdom and is authorised and regulated by the Financial Services Authority. The information contained in this website has been issued and approved by SVM Asset Management Limited. The information on this website is directed only to eligible investors. Please satisfy yourself that you are eligible to make such investments before accessing this information.

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