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SVM World Equity

Ranked 200 out of 335 in - Global Equities 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

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 its peers in the IMA Global Growth Sector. The Fund will invest in a portfolio of global equities and other equity related instruments such as Exchange Traded Funds.

Performance

Global Equities over : 31/05/2014 - 31/05/2015
  • Rank 200/335 Total Return
  • Rank 197/335 Standard Deviation
  • Rank 176/335 Max Drawdown
Fund Name Risk
197 Sarasin EquiSar Global Thematic GBP Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

2.0

197 IWI Oriel Global A Acc

2.0

197 Goldman Sachs Strategic Glo Equity Pf R GBP

2.0

197 SVM World Equity A

2.0

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 8.6%
2014 5.1% 1.7% 0.2% 1.9% 1.2%
2013 24.5% 16.3% 2.7% 0.9% 3.4%
2012 21.4% 12.1% -2.9% 8.0% 3.3%
2011 -13.6% -0.4% -1.3% -14.7% 2.9%
2010 16.6% 6.7% -11.1% 13.6% 8.1%
2009 31.4% -12.1% 14.8% 30.3% -0.1%
2008 -32.0% -10.9% -1.5% -19.7% -3.5%
2007 7.9% 4.3% 4.2% 1.8% -2.6%
2006 25.3% 12.8% -5.9% 5.6% 11.8%
2005 7.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2015

Top 10 Holdings

Stock Size
Comcast Corp ORD 4.19
Citigroup Inc ORD 4.18
Lloyds Banking Group PLC ORD 4.08
AIA Group Ltd ORD 4.06
GKN PLC ORD 3.93
Hitachi Ltd ORD 3.86
Lorillard Inc ORD 3.81
Verizon Communications Inc ORD 3.58
Hutchison Whampoa Ltd ORD 3.58
Bayerische Motoren Werke AG ORD 3.48
28/02/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/12/2010
  • Share Class size09Mn
  • Base currencyGBP
  • ISIN GB00B0KXRB86

Purchase Info

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

Charges

  • Annual management1.5%
  • 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 GBP).