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SVM World Equity

Ranked 195 out of 322 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 : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 3.5% 1.7% 0.2% 1.9% -0.3%
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% 7.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
Bayerische Motoren Werke AG ORD 4.01
Lloyds Banking Group PLC ORD 4.01
Comcast Corp ORD 3.93
Citigroup Inc ORD 3.86
Verizon Communications Inc ORD 3.67
GKN PLC ORD 3.67
AIA Group Ltd ORD 3.57
Lorillard Inc ORD 3.38
Google Inc CL A ORD 3.34
AstraZeneca PLC ORD 3.14
31/08/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/12/2010
  • Share Class size13Mn
  • 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).