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Global Opportunities Fund

SVM Global Opportunities Fund is a diversified portfolio of interesting specialist funds designed to provide long-term growth. The investments held within the Fund are carefully selected to be less correlated to major equity markets. The Fund consists of a blend of single country funds giving exposure to the fastest growing global economies, hedge funds which have an absolute return focus, private equity funds which have traditionally provided returns only loosely related to stockmarket movements and other specialist funds. The Fund is managed by Colin McLean and Donald Robertson who have managed the highly successful SVM Global Fund plc Investment Trust since launch in 1991.

How to invest


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Client Brochure

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Latest Fast Facts

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Stock analysis and commentary

Full details as at 30 April 2008

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Fund Manager Interview and Update (April 2008)

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Videocast

Unique Boutiques Conferences (February 2008)

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Fund Fact Sheet

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Latest Fact Sheet (May 2008)

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(Details as at 30 April 2008)

Current prices

 

Price

Date

Retail Share Class

119.60 p

15 May 2008

Institutional Share Class

121.00 p

15 May 2008

The prices for the funds are calculated at 12 noon each day. The funds operate on a forward pricing basis.

Please note that the above prices are for information purposes only and are not necessarily the price at which the funds can be bought or sold.

The fund was launched on 15 May 2006.

Awards

The SVM Global Opportunities Fund has been awarded the following accreditations:

Source & Copyright: CITYWIRE. Colin McLean is AAA rated by Citywire for his 3 year risk adjusted performance for the period 30/04/2005 - 30/04/2008

OBSR Rated: A

Standard & Poor's Manager Rating: AA


Colin McLean image Donald Robertson image SVM Global Opportunities Fund Managers - Colin Mclean and Donald Robertson

Colin has over 30 years' investment experience and is widely regarded as one of the UK’s top stockpicking analysts. Prior to establishing SVM Asset Management in 1990, he held senior positions with three major financial institutions. He was Head of Investment of two UK life assurers, FS Assurance and Scottish Provident, before being Managing Director of Templeton International’s European operations. His sector responsibilities include UK banks, insurance and mining.

Donald is a qualified accountant with in excess of 20 years' investment and financial experience. Prior to co-founding SVM, he worked at Ivory & Sime, one of the largest independent fund management companies. His fund management responsibilities include investment trusts, derivatives/structured products and speciality finance.

> Meet the rest of the team

Fund Objectives

The Fund's aim 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 World Index.

Fund performance

Chart showing investment performance
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SVM Global Opportunities Fund A
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FTSE World Index

Time span:    Update chart

Source: Lipper, mid to mid, UK net, to 15/05/2008.
Past performance should not be seen as an indication of future performance.

Presentations and articles 

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07 June 2007

Eastern Promise - Global Equity Markets
Donald Robertson

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Reports

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Annual Short Report

31 December 2007

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Interim Short Report

30 June 2007

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S&P Fund Rating AA Report - SVM Global Opportunities Fund

30 November 2007

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OBSR Fund Rating Report - SVM Global Opportunities Fund

31 January 2008

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An Insight for Professional Advisers - One Year Anniversary

15 May 2007

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Private Investor Update - One year anniversary

15 May 2007

Cumulative Performance - % change

One month

2008 yr to date

One year

Three years

Five years

Since launch

%

%

%

%

%

%

SVM Global Opportunities Fund A

2.2

-3.8

-3.1

N/A

N/A

17.3

Benchmark Index

6.0

-3.2

1.0

N/A

N/A

12.6

Average Fund

5.5

-4.2

-1.1

N/A

N/A

8.7

Source: Lipper Hindsight, Global Growth, mid to mid, UK net, since launch to 30/04/2008.

Percentage growth year on year to 31 March

% Change

2008

2007

2006

2005

2004

SVM Global Opportunities Fund A

-2.5

N/A

N/A

N/A

N/A

FTSE World Index

-2.3

N/A

N/A

N/A

N/A

Performance difference

-0.2

N/A

N/A

N/A

N/A

Source: Lipper Hindsight, Global Growth, mid to mid, UK net, since launch to 31/03/2008. The Fund was launched on 15 May 2006. Past performance should not be seen as an indication of future performance. The value of an investment may fall as well as rise and investors may not get back the amount originally invested. Currency movements may cause the value of your investment to fall as well as rise. All performance data refers to the Retail share class.

Copyright 2008 Lipper Limited (a Reuters company). All rights reserved. Any copying, re-publication or re-distribution of Lipper content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper. Neither Lipper, other members of the Reuters group, or its data providers shall be liable for any errors or delays in the content or for any actions taken in reliance thereon. Lipper performance rankings are based only on the universe of funds shown, which may not represent all the funds tracked by Lipper. Performance rankings are calculated using data available at the time of calculation. The provision of fund performance data does not constitute an offer to purchase shares in the funds referred to, nor shall it be deemed a recommendation to buy or sell mutual funds. Investors should remember that past performance is not a guarantee of future results. Lipper and the Lipper logo are trade marks and registered trade marks of Reuters S.A. For additional information on other Lipper services, please visit the Lipper public web site www.lipperweb.com

SVM Asset Management Limited is registered in Scotland (Number 125817) with its registered office at 7 Castle Street, Edinburgh EH2 3AH United Kingdom and is authorised and regulated by the Financial Services Authority. The information contained in this website has been issued and approved by SVM Asset Management Limited. The information on this website is directed only to eligible investors. Please satisfy yourself that you are eligible to make such investments before accessing this information.

We draw your attention to the Important Legal and Regulatory Information page which you will be deemed to have read and understood if you proceed to access information on this website.

© 2008 SVM Asset Management.