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SVM World Equity

Ranked 511 out of 694 in - Global over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2017 - 30/04/2018
  • Rank 511/694 Total Return
  • Rank 623/694 Standard Deviation
  • Rank 657/694 Max Drawdown
Fund Name Currency Return
511 SVM World Equity A GBP

4.2%

512 FP SCDavies Global Equity GBP Acc GBP

4.2%

513 Fidelity Diversified Growth GBP

4.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -8.8%
2017 12.0% 2.8% 2.6% 1.2% 4.9%
2016 21.1% -2.3% 1.9% 9.7% 10.9%
2015 7.3% 8.6% -1.7% -8.2% 9.4%
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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/12/2010
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN GB00B0KXRB86

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

SVM co-founder Donald Robertson exits

SVM Asset Management’s co-founder Donald Robertson has resigned from the firm, leaving fellow co-founder Colin McLean managing a range of funds.

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