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SVM HIGHLANDER EUR - Fund overview

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Overview of SVM HIGHLANDER EUR

The SVM Highlander Fund is a Pan European equity long/short portfolio. The manager uses fundamental company analysis to reach investment decisions and a number of proprietary tools to control risk. Stock analysis is carried out by a team of eight investment professionals, including the manager, with an average investment experience of 15 years. Closed to new investment.

Standard Initial Charge

3.00% 3.00%

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	–
Size	–
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	180.40p

Fund Charges

Standard Initial charge	3.00%
Initial charge via Bestinvest	3.00%
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	1.15%
Reduction in yield (10yr)	1.45%

Bestinvest says

No information available.

Portfolio

svm highlander eur asset allocation illustration

Allocation		Proportion

	Equity	–
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	100%
	Fund cash	–

svm highlander eur equity geographic illustration

Allocation		Proportion

	UK	30%
	Europe	70%
	Nth America	–
	Japan	–
	Pacific	–
	Other Equity	–

svm highlander eur equity capitalisation illustration

Allocation		Proportion

	Large Caps	70%
	Mid Caps	20%
	Small Caps	10%

View all performance data for SVM HIGHLANDER EUR

Investment process

Risk control is focused on strict guidelines on stock and sector positions and also the use of ‘real-time’ contribution and multi factor fund analyses using several spreadsheet programmes. The main aim of this data collection is to constantly check individual and sector positions are within limits set by the managers and that the portfolio structure is consistent with their investment view. Execution of positions can only take place on the agreement of two of the investment team, one of which must be the manager of the Fund.
A weekly price is emailed to investors and prospective investors. Dealing is weekly.

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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