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SVM CAUTIOUS MANAGED - Fund overview

No Bestinvest rating
Find rated mixed investment 20-60% shares funds


Overview of SVM CAUTIOUS MANAGED

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

Standard Initial Charge

5.25% 0.00%

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to save 5.25%

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Fund summary

Sector  Mixed Investment 20-60% Shares
Product type  OEIC
Launched  May, 2008
Size  £4m
Yield 0.0%
Charging basis  –
Dividends paid  30/4
Bid price 85.53p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.40%
Total expense ratio 1.40%
Reduction in yield (10yr) 1.40%

Bestinvest says


No information available.

Portfolio

svm cautious managed asset allocation illustration
Allocation Proportion
Equity 60%
High yield bonds –
Quality bonds 30%
Property –
Commodities –
Hedge –
Fund cash 10%
svm cautious managed equity geographic illustration
Allocation Proportion
UK 38%
Europe 9%
Nth America 13%
Japan 7%
Pacific 7%
Other Equity 26%
svm cautious managed equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for SVM CAUTIOUS MANAGED

Investment process


Fund will hold 40% in an actively managed portfolio of cash and bonds. The balance of the portfolios will be invested in a diversified international portfolio of specialist funds, including private equity, property and hedge funds, in order to exploit opportunities for long-term growth, similar to the SVM Global Opportunities Fund

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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