020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

SVM WORLD EQUITY A - Fund overview

No Bestinvest rating
Find rated global funds


Overview of SVM WORLD EQUITY A

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

Standard Initial Charge

5.25% 0.00%

Invest via Bestinvest

to save 5.25%

Find out how to invest

Fund summary

Sector  Global
Product type  OEIC
Launched  September, 2005
Size  £11m
Yield 0.2%
Charging basis  –
Dividends paid  Acc units only.
Bid price 134.70p

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 1.50%
Reduction in yield (10yr) 1.50%

Bestinvest says


No information available.

Portfolio

svm world equity a asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash –
svm world equity a equity geographic illustration
Allocation Proportion
UK 20%
Europe 20%
Nth America 20%
Japan 20%
Pacific 20%
Other Equity –
svm world equity a equity capitalisation illustration
Allocation Proportion
Large Caps 40%
Mid Caps 37%
Small Caps 23%

View all performance data for SVM WORLD EQUITY A

Investment process


The objective of this Fund is to achieve above average capital growth over the medium to long term (although short-term investment opportunities will also be considered) and it aims to outperform its peers in the IMA Global Sector. The Fund will invest in a portfolio of global equities and other equity related investments such as exchange traded funds.

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

Version: 4.1.2