SVM UK OPPORTUNITIES - Fund overview
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Overview of
SVM UK OPPORTUNITIES
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
5.25% 0.00%
Invest via Bestinvest
to save 5.25%
Fund summary
| Sector |
UK All Companies
|
| Product type |
OEIC
|
| Launched |
March, 2000
|
| Size |
£87m
|
| Yield |
0.0%
|
| Charging basis |
Capital
|
| Dividends paid |
31/3.
|
| Bid price |
233.50p |
Fund Charges
|
Standard Initial charge
|
5.25%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
1.50%
|
|
Total expense ratio
|
1.79%
|
|
Reduction in yield (10yr)
|
1.79%
|