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SVM UK Opportunities

Ranked 187 out of 262 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Neil Veitch

Neil Veitch holds a BA degree in economics and an MSc in investment management. He is currently a fund manager at SVM where his sector responsibilities include European industrials, technology, oil and gas and UK support services and house builders. Prior to this he was responsible for UK mid and small cap investments at Kempen Capital Management, a Dutch merchant bank. He has over 11 years' experience in investment management and is a qualified Chartered Financial Analyst.

Objective

The objective of this Fund is to achieve above average capital growth over the medium to long term (although short term investment opportunities will also be considered) and it aims to outperform the FTSE All Share Index.

Performance

UK (All Companies) over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -3.1% -0.3% -1.4% -1.3%
2013 34.5% 12.4% 4.1% 7.3% 7.1%
2012 18.9% 10.9% -3.2% 6.3% 4.1%
2011 -15.6% -1.4% 0.0% -15.7% 1.6%
2010 29.5% 3.4% -4.5% 19.2% 10.0%
2009 101.6% 2.2% 38.7% 41.8% 0.2%
2008 -55.2% -10.7% -3.4% -31.5% -24.2%
2007 -7.7% 1.0% 4.0% -5.3% -7.2%
2006 35.9% 17.7% -6.1% 7.2% 14.7%
2005 25.1% 5.2% 2.4% 7.2% 8.4%
2004 22.2% 9.7% 0.8% 1.1% 9.2%
2003 29.1% -9.9% 20.9% 9.2% 8.5%
2002 -17.9% 4.8% -2.3% -13.8% -6.9%
2001 -0.1% -4.0% 11.8% -17.8% 13.2%
2000 38.1% -2.3% 52.9% -7.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
Prudential PLC ORD 4.75
HSBC Holdings PLC ORD 4.70
Lloyds Banking Group PLC ORD 4.07
BT Group PLC ORD 3.89
GKN PLC ORD 3.82
Micro Focus International Plc CFD 3.66
BMW Finance NV CFD 3.51
Innovation Group PLC ORD 3.41
Norcros PLC ORD 2.93
Johnson Service Group PLC ORD 2.51
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/03/2000
  • Share Class size48Mn
  • Base currencyGBP
  • ISIN GB0032064304

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

Neil Veitch: managers have been burned by consensus plays

An aggressive sell off in 'over owned' midcap stocks came as a surprise to many UK all cap managers says SVM's Citywire + rated manager.

SVM's Veitch: two UK housebuilders still offering value

Neil Veitch, a Citywire + rated equities manager at SVM, shares his expectations for the world’s stock markets with Wealth Manager.

SVM names two deputy fund managers for flagship funds

SVM Asset Management has promoted Craig Jeruzal and Alasdair Birch as deputy fund manager of the SVM UK Opportunities fund and deputy fund manager for the SVM Continental Europe fund, respectively.

How far will market rotation into risk go?

The market may have continued running throughout August on little more than the vapour of hope that Federal Reserve chairman Ben Bernanke is preparing another wall of stimulus, but stock rotation was motoring at high revs.

SVM to convert UK Alpha fund into global equity fund for Veitch

SVM is planning to convert Colin McLean's SVM UK Alpha fund into a new fund which can capitalise on global equity opportunities.

UK equity managers are afraid of beta

Recent research suggests that only 17% of UK equity managers are willing to take on a beta greater than 1.1. Does this suggest a herd mentality or a lack of conviction?

BP dividend fears grow after Moody's and Fitch downgrades

(Update) Two credit ratings agencies have downgraded BP as fears grow the Gulf of Mexico spill could have a long lasting impact on the group's business.  

Fund Focus: Why you can't afford to ignore SVM UK Opps

Manager Neil Veitch is is never going to offer an easy ride but remains well ahead over the full cycle.

Neil Veitch: The oil minnows for the next stage in the cycle

As the oil majors wallow, SVM's rising star selects his prime candidates likely to pull ahead.

Esoteric growth stocks a better bet than classic defensives

Classic defensive stocks face an uncertain outlook so look to more esoteric growth stocks, says Neil Veitch of SVM

...more...

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