SVM UK Opportunities A Retail

Category UK Flex-Cap Equity


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Last buy/sell price

574.00p

arrow-down-1.20p (-0.21%)

Fund Code

3206430

GB0032064304

Prices updated as at 27 Mar 2024
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Prices in GBX

Investment objective
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 United Kingdom IMI (or any successor index). The Fund will identify investment opportunities in UK companies whose future growth is not reflected in current market expectations. The Fund will invest at least 80% in equities and equity related instruments in UK companies. The Fund will seek to invest in the full range of opportunities available to it, which will include shares on the Alternative Investment Market.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerNeil Veitch
575.2
470.7
Fund comparative indexMSCI UK IMI NR GBP
UK All Companies
-
1.73
0.34
-
UK Flex-Cap Equity
No
Fund providerSVM Asset Management Ltd
Share class launch date20 Mar 2000
£154.33m
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-
-
Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.