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SVG UK FOCUS A - Fund overview

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Overview of SVG UK FOCUS A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SVG UK FOCUS A does not fall into either of these categories at present.

Standard Initial Charge

3.00% –

Fund summary

Sector	UK All Companies
Product type	OFFSHORE FUND
Launched	August, 2003
Size	£80m
Yield	0.0%
Charging basis	–
Dividends paid	Jan
Bid price	1,545.30p

Fund Charges

Standard Initial charge	3.00%
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	0.75%
Total expense ratio	1.40%
Reduction in yield (10yr)	1.40%

Bestinvest says

No information available.

Portfolio

svg uk focus a asset allocation illustration

Allocation		Proportion

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

svg uk focus a equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	–
	Nth America	–
	Japan	–
	Pacific	–
	Other Equity	–

svg uk focus a equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for SVG UK FOCUS A

Investment process

The aim of the Fund is to maximise returns for investors, predominantly through capital growth, by investing in quoted equities using private equity techniques. The Fund will invest in no more than 35 companies that are publicly listed on the UK stock market. The Fund will only make investments in companies that it believes have the potential to produce an absolute return of at least 15% p.a.

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.

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