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SVM CONTINENTAL EUROPE A

Bestinvest LogoFocused portfolio of Europe (ex UK) equities.

PRICE (INC)

-

PRICE (ACC)

806.2p

INITIAL CHARGE

5.25%

0%

ANNUAL MANAGEMENT CHARGE

1.5%

ONGOING CHARGE

1.85%

YIELD

0.3%

1 YEAR
-0.18%
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Prices as at 04 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The objective of this Fund is to achieve capital growth over the long term (5 years or more) and it aims to outperform the MSCI Europe ex UK Index (or any successor index) which aims to cover 85% of the market capitalisation of listed stocks on European stock markets excluding the UK). The Fund will identify investment opportunities in undervalued companies in European equity markets which will not necessarily be prominent in mainstream indices. The Fund will invest at least 80% in equities and equity related instruments dealt in or traded on European Eligible Securities Markets. From time to time, when particular opportunities are identified, or the ACD considers it appropriate, the Fund may invest in transferrable securities which are dealt in or traded on other Eligible Securities Markets or which are otherwise permitted for this Fund.

Fund summary

SectorEurope Excluding UK
StructureOEIC
LaunchedMarch 2000
Size£41m
Yield0.3%
Dividends paidAccumulation units only

Charges

Standard Initial Charge5.25%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge1.5%
Ongoing Charges Figure1.85%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning