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SVM UK Opportunities Class B - Accumulation (GBP)

Sell:689.80p Buy:689.80p Change: 5.20p (0.76%)
Prices as at 4 November 2024
Sell:689.80p
Buy:689.80p
Change: 5.20p (0.76%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 4 November 2024
Sell:689.80p
Buy:689.80p
Change: 5.20p (0.76%)
Prices as at 4 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The UK stock market is home to lots of world-class companies. From international giants to a diverse array of smaller businesses. This provides a rich hunting ground for fund managers in this sector. They all try to grow investors' money over the long term, but each goes about it in a different way. Some focus on larger companies in the FTSE 100 index, others invest in medium-sized or smaller companies, and some have the flexibility to invest in any company, regardless of size. Some aim to match or deliver a return similar to the broader UK stock market. Others have the freedom to try and make as much money as possible for investors and take more risks. That could mean investing in only a small number of companies, for instance. A fund that invests in UK shares is normally the first port of call for UK-based investors. But with such a variety on offer, investors should make sure a fund is right for their circumstances before investing.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

01/11/19 to 01/11/20 01/11/20 to 01/11/21 01/11/21 to 01/11/22 01/11/22 to 01/11/23 01/11/23 to 01/11/24
Annual return -15.27% 56.01% -22.48% -6.59% 22.58%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

SVM is a privately-owned firm based in Edinburgh founded in 1990. Initially it specialised in offshore and hedge funds, but has since launched onshore versions of many of these funds for UK private investors. The company focuses principally on UK, European and global equities along with global fund of funds. As an independent boutique SVM is able to offer staff incentives linked to the growth in their business, including equity ownership. All the SVM investment managers combine the roles of fund manager and analyst and they work closely together, pooling information and generating investment ideas.

Information about the fund

Fund manager biography

manager photo
Manager Name: Craig Jeruzal
Manager start date: 1 January 2014
Manager located in: Edinburgh

Craig graduated from Edinburgh University with an MA(Hons) in Politics. He worked at Kempen Capital Management as a member of their pan-European investment team and had equity research responsibilities. He joined SVM in 2006 and is responsible for SVM's SRI and Corporate Governance analysis. Craig also assists the portfolio managers in the equity research process. Craig is a CFA Charterholder.

manager photo
Manager Name: Neil Veitch
Manager start date: 23 January 2006
Manager located in: Edinburgh

Neil, Investment Director, has over twenty years investment management experience and joined SVM in 2006 to manage the SVM UK Opportunities Fund. He is also lead manager of the SVM World Equity Fund and Co-Manager of the SVM All Europe SRI Fund. Prior to joining SVM, Neil was responsible for UK mid & small cap investments at Dutch merchant bank, Kempen Capital Management, where he also managed pan European mandates.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now