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L&G SVM UK OPPORTUNITIES PF - Fund overview

No Bestinvest rating


Overview of L&G SVM UK OPPORTUNITIES PF

Previously mandated to invest only within mid and small cap UK equities, the fund can now invest across the market cap range, including AiM.. SVM take a venture capitalist approach to equity investing setting them apart from the majority of the competition. Focusing on bottom-up stock selection, this fund benefits from a highly dedicated management team.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  –
Product type  PENSION FUND
Launched  April, 2006
Size  £0m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 109.50p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.00%
Reduction in yield (10yr) 1.00%

Bestinvest says


No information available.

Portfolio

l&g svm uk opportunities pf asset allocation illustration
Allocation Proportion
Equity 89%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 11%
l&g svm uk opportunities pf equity geographic illustration
Allocation Proportion
UK 92%
Europe 4%
Nth America 0%
Japan 0%
Pacific 3%
Other Equity 1%
l&g svm uk opportunities pf equity capitalisation illustration
Allocation Proportion
Large Caps 7%
Mid Caps 22%
Small Caps 71%

Investment process


The Fund’s aim is to achieve long term capital growth from a UK equity portfolio comprising of the managers ‘best ideas’ within the UK universe. Stocks are selected where the manager believes an absolute return can be achieved.
SVM take an almost venture capital approach to investing, placing more emphasis on the absolute value of a company than the relative. This is reflected in their taking a "trade valuation" of companies as opposed to what the market thinks. Another point of note is the use of the Inland Revenue figures to reveal how much tax is paid. The team feel this is more appropriate than the provision in the accounts as the Inland Revenue gain "more financial information than the City".
Stock picking is the main driver with any "themes" developing as a by-product of the bottom up approach.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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