SVM Asset Management - Funds - UK Opportunities Fund

Funds > UK Opportunities Fund: Monthly review

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The aim of the Fund 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. The SVM UK Opportunities Fund is run on high-conviction bottom-up stockpicking basis. The Fund is a compact portfolio of 45 to 55 stocks, carefully picked with an eye to prospective performance. All the stocks in the Fund are ‘high-conviction’ ideas, and our performance expectations are spread proportionally across the whole portfolio rather than concentrated on a few weighty holdings.

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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Unique Boutiques Conferences (February 2007)

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Latest Fact Sheet (August 2008)

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(Details as at 31 July 2008)

	Price	Date
Retail Share Class	180.00 p	26 Aug 2008
Institutional Share Class	187.90 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 UK Opportunities Fund has the following ratings:

OBSR Rated: A

Morningstar Rating: 3stars

Standard & Poor's Manager Rating: A

Neil Veitch image

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). His sector responsibilities include European industrials, technology, oil and gas E&P and UK support services & house builders.

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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 Opportunities 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.

13 February 2008

Neil Veitch on UK Growth - Investment Week
Neil Veitch

15 November 2007

Change of Investment Policy SVM UK Opportunities Fund

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Annual Short Report

31 December 2007

Interim Short Report

S&P Fund Rating A Report - SVM UK Opportunities Fund

30 November 2007

	One month	2008 yr to date	One year	Three years	Five years	Since launch
	%	%	%	%	%	%
SVM UK Opportunities Fund A	-8.5	-21.1	-30.3	11.2	68.1	115.5
FTSE All-Share	-3.6	-14.4	-13.3	14.9	58.6	12.9
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 UK Opportunities Fund A	-24.2	29.1	28.3	19.0	31.0

FTSE All-Share	-13.0	18.4	19.7	18.8	16.9
Performance difference	-11.2	+10.7	+8.6	+0.2	+14.1

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. Investing in smaller companies may increase the volatility of your investment. 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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