RGI UK Recovery Fund B Inc

Category UK Flex-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

1,519.46p

arrow-down-2.97p (-0.20%)

Fund Code

RVLTI

B614J05

GB00B614J053

Prices updated as at 18 Dec 2025

Prices in GBX

Investment objective

The investment objective of the Fund is to grow the value of investor's investment (known as “capital growth”) in excess of the MSCI United Kingdom Investable Market Index (IMI) Net Total Return (the “Benchmark”) over a rolling 5 year period, after the deduction of all fees. The Fund seeks to achieve its investment objective by investing at least 60% of its value in shares of UK companies (companies which are domiciled, incorporated, or have significant operations in the UK). Investment can be direct, or indirect, in shares (including common and preference shares), rights for shares, warrants, depositary receipts (securities issued by banks that represent company shares), investment trusts (including REITS) and collective investment schemes.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

SVM Asset Management Ltd

Fund launch date

01 Apr 2009

Domicile

United Kingdom

UCITS

Yes

Lead manager

Hugh Sergeant

Lead manager start date

17 Jul 2008

Lead fund manager biography

Hugh Sergeant is one of the founding partners of River Global Investors and has managed the UK Recovery, UK Alpha, Global Recovery and Global Alpha strategies since their inception in 2009, 2006, 2013 and 2021 respectively. Prior to this Hugh worked at Societe Generale Asset Management where he was Head of UK Equities, Manager of the Growth strategy and Co-Manager of the Special Opportunities Fund. Hugh joined from UBS Global Asset Management where he was Head of UK Equities and Chair of the UK Equities Committee. Hugh graduated from the London School of Economics with a degree in Economics.

Head office

SVM Asset Management Ltd

6th Floor

Edinburgh

United Kingdom

EH2 3AH

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