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SVM UK Growth

Ranked 18 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Margaret Lawson

Margaret Lawson is a graduate in Economics, holding a BA from Strathclyde University, as well as being an Associate of the Society of Investment Professionals. She began her financial services career in 1981 joining FS Assurance. She then became a co-founder of SVM in 1990, and currently co-manages the SVM UK 100 Select fund alongside Colin McLean, as well as being deputy manager for both the UK Opportunities fund and the Saltire Fund, a UK equity long/short fund focused principally on UK mid and small caps. Away from the office Margaret enjoys both sport and the arts with tennis, cinema and music, more specifically playing the piano, featuring amongst her interests.

Colin McLean

Born in Maracaibo, Venezuela, Colin McLean founded Edinburgh-based SVM Asset Management in 1990. McLean took an MA (Hons) in political economy and economic statistics from Glasgow University and was later awarded an MBA. From 1974 he enjoyed a 12 year stint as managing director of FS Assurance before joining Scottish Provident as Head of Investments. Prior to launching SVM, McLean spent 2 years as managing director of Templeton's European operations. His interests outside of fund management include golf, music and going to the cinema.

Objective

The Fund’s aim is to achieve medium to long term capital growth from an equity portfolio selected from UK listed stocks and other permitted securities. Its objective is to beat the FTSE All-Share Index.

Performance

UK (All Companies) over : 30/06/2014 - 30/06/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 8.6% 1.1%
2014 -2.3% 2.6% -8.7% -0.3% 4.6%
2013 36.7% 13.6% 1.4% 6.8% 11.1%
2012 18.7% 12.9% -5.0% 7.0% 3.4%
2011 -8.2% -0.4% 0.9% -14.0% 6.2%
2010 24.3% 5.9% -9.2% 18.0% 9.5%
2009 33.1% -6.1% 12.4% 22.2% 3.3%
2008 -25.6% -6.1% 7.6% -20.5% -7.3%
2007 7.3% 4.2% 1.6% -2.8% 4.2%
2006 22.7% 11.4% -3.5% 2.7% 11.1%
2005 20.1% 2.2% 3.6% 6.8% 6.3%
2004 10.3% 1.6% 0.1% 2.4% 6.0%
2003 12.5% -5.0% 8.2% 2.8% 6.5%
2002 -17.2% 1.6% -7.8% -12.6% 1.1%
2001 -8.5% -5.6% 4.2% -11.7% 5.4%
2000 -1.6% 2.3% -2.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2015

Top 10 Holdings

Stock Size
Whitbread PLC ORD 3.52
Prudential PLC ORD 3.47
Hikma Pharmaceuticals PLC ORD 3.39
Essentra PLC ORD 3.08
St. James's Place PLC ORD 2.94
Ashtead Group PLC ORD 2.92
Ted Baker PLC ORD 2.69
easyJet plc ORD 2.62
Playtech PLC ORD 2.53
ITV PLC ORD 2.50
28/02/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/03/2000
  • Share Class size15Mn
  • Base currencyGBP
  • ISIN GB0032064635

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment200

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

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Colin McLean: overconfidence could be markets’ biggest hurdle

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Colin McLean: investing through the coming deflationary shock

People can only model what they know, and deflation is outside of our experience

Colin McLean: beating the cognitive biases of EM investment

No matter how hard investors try to analyse prospects clinically, emotion is never far away.

Performance review: why VWM Wealth’s Thomson is buying UK small caps

David Thomson, chief investment officer at VWM Wealth, has reduced his exposure to emerging markets and Japan in favour of UK smaller companies.

Newscape: Equity trades for a turbulent 2014

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...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).