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SVM UK ABSOLUTE ALPHA - Fund overview

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Overview of SVM UK ABSOLUTE ALPHA

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

Standard Initial Charge

5.25% 0.00%

Invest via Bestinvest

to save 5.25%

Fund summary

Sector  Absolute Return
Product type  OEIC
Launched  April, 2009
Size  £3m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 79.43p

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 2.02%
Reduction in yield (10yr) 2.02%

Bestinvest says


No information available.

Portfolio

svm uk absolute alpha asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
svm uk absolute alpha equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
svm uk absolute alpha equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


This fund can be considered the retail version of SVM's Saltire hedge fund; taking advantage of the UCITS III regulations to use derivatives to make money from falling as well as rising share prices. Saltire has produced strong returns in the time that Colin McLean has managed it using stock picking strategy, which has adapted to varying market conditions. The overall equity allocation of the fund will range between 50% net short and 100% net long.

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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