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SVM UK Growth

Ranked 205 out of 249 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/08/2015 - 31/08/2016
  • Rank 205/249 Total Return
  • Rank 228/249 Standard Deviation
  • Rank 235/249 Max Drawdown
Fund Name Currency Loss
233 The Holly Inc GBP

-12.3%

234 Premier Ethical C Inc GBP

-12.3%

235 SVM UK Growth A GBP

-12.5%

236 Standard Life Inv UK Equity High Alpha Ret Inc GBP

-13.0%

236 TM Cartesian UK Opportunities A Acc GBP

-13.0%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -5.8% -7.1%
2015 19.9% 8.6% 1.1% 1.0% 8.1%
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

31/05/2016

Top 10 Holdings

Stock Size
Paddy Power Betfair PLC ORD 4.18
DCC PLC ORD 3.18
Ryanair Holdings PLC ORD 2.72
Beazley PLC ORD 2.69
Imperial Brands PLC ORD 2.46
Micro Focus International PLC ORD 2.43
BT Group PLC ORD 2.41
Hikma Pharmaceuticals PLC ORD 2.39
Kerry Group PLC ORD 2.32
British American Tobacco PLC ORD 2.27
31/05/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/03/2000
  • Share Class size16Mn
  • Base currencyGBP
  • ISIN GB0032064635

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.25

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