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SVM UK Opportunities B

Bestinvest LogoPreviously limited to small and mid cap stocks, now investing throughout the UK universe.

PRICE (INC)

680p

PRICE (ACC)

680p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.99%

YIELD

0.3%

1 YEAR
-9.28%

Prices as at 16 Aug 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

Previously mandated to invest only within mid and small cap UK equities, the fund can now invest across the market cap range, including AiM.. SVM take a venture capitalist approach to equity investing setting them apart from the majority of the competition. Focusing on bottom-up stock selection, this fund benefits from a highly dedicated management team.

Fund summary

SectorUK All Companies
StructureOEIC
LaunchedMarch 2000
Size£169m
Yield0.3%
Charging BasisIncome
Dividends paidAcc units only

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.99%

Investment Process

The Fund’s aim is to achieve long term capital growth from a UK equity portfolio comprising of the managers ‘best ideas’ within the UK universe. Stocks are selected where the manager believes an absolute return can be achieved. SVM take an almost venture capital approach to investing, placing more emphasis on the absolute value of a company than the relative. This is reflected in their taking a "trade valuation" of companies as opposed to what the market thinks. Another point of note is the use of the Inland Revenue figures to reveal how much tax is paid. The team feel this is more appropriate than the provision in the accounts as the Inland Revenue gain "more financial information than the City". Stock picking is the main driver with any "themes" developing as a by-product of the bottom up approach.

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