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SVM UK Growth

Ranked 97 out of 247 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 : 30/06/2016 - 30/06/2017
  • Rank 97/247 Total Return
  • Rank 144/247 Standard Deviation
  • Rank 110/247 Max Drawdown
Fund Name Currency Return
95 Royal London UK Growth A GBP

22.2%

96 RBS Growth GBP

22.2%

97 SVM UK Growth A GBP

22.2%

98 Santander UK Growth Ret Acc GBP

22.1%

99 Santander N&P UK Growth GBP

22.1%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.5% 5.1%
2016 -3.6% -5.8% -7.1% 9.8% 0.4%
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

31/05/2017

Top 10 Holdings

Stock Size
Ryanair Holdings PLC ORD 3.73
DCC PLC ORD 3.52
Paddy Power Betfair PLC ORD 3.47
Beazley PLC ORD 3.28
Johnson Service Group PLC ORD 3.01
Micro Focus International PLC ORD 2.96
JD Sports Fashion PLC ORD 2.96
GVC Holdings PLC ORD 2.82
SSP Group PLC ORD 2.60
UDG Healthcare PLC ORD 2.55
31/05/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/03/2000
  • Share Class size14Mn
  • Base currencyGBP
  • ISIN GB0032064635

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.25

Related News

Colin McLean: summer time, and the investing is uneasy

Summer is a special time for stockmarkets. A dearth of company reporting creates a news vacuum, sucking in politics, commodities and currencies.

Colin McLean: tech is breaking buy and hold investment

Can a disciplined investment process deal with rapid change?

SVM's McLean: investors are uncertain about quality

SVM UK Growth manager Colin McLean thinks investors' mindsets have changed since the rotation into value began last year

Colin McLean: the uses and abuses of Vix

How can we measure market sentiment? Investors need to understand market emotion

Colin McLean: we are entering the first major rotation since 2008

Investors like talking about value, but for years what they have mainly bought is growth.

Colin McLean: 60 years of consensus is under attack

The social and political consensus that has prevailed in the West for 60 years is under attack, says SVM UK Growth fund manager.

Colin McLean: the safety of the negative yielding crowd is illusory

Bubbles tend to creep up on investors; one of the worst credit crunches in history has changed behaviour little

Colin McLean: Brexit is the leading edge of a wave of change

The question that should be asked of the Brexit vote is ‘why?’

Colin McLean: the risks of cash outweigh its rewards

Can cash become a crowded trade? Nervousness about markets has risen this year, with mixed economic data adding to investor anxiety

AA-rated Colin McLean takes senior role on CFA board

Citywire AA-rated Colin McLean has been appointed vice-chair of the CFA Institute’s board of governors

...more...

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