Key Objectives
Performance: The Fund will
seek to outperform the FTSE World Europe Index.
Engagement: The Fund will
adopt a positive engagement approach toward investment and enter into
meaningful and consistent dialogue with companies to ensure investors in the
Fund have their assets working effectively.
SVM All Europe Socially Responsible Investment (SRI) Fund is a concentrated
portfolio of Pan European equities designed to provide long term growth. The
Fund is managed by Neil Veitch and Hugh Cuthbert who between then have over 14
years experience in SRI. The Fund will aim to deliver superior performance
through our proven stock selection capabilities whilst seeking to ensure that
the companies invested in are monitored and engaged with on ethical,
governance, environmental and social issues.
The Fund will employ a limited amount of negative screening and will not invest
in any of the following industries: Tobacco; Pornography; Armaments. The Fund’s
emphasis is on positive ‘engagement’. We define ‘engagement’ as entering into
meaningful dialogue with company management and using the power vested in us as
shareholders to ensure management work to improve their polices.
Read more on our approach to SRI in our Socially Responsible Investment Statement
For further information on this fund
contact us
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Price
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Date
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Retail Share Class
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127.00 p
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15 May 2008
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Institutional Share Class
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128.50 p
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15 May 2008
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Neil is joint manager of the All Europe SRI Fund and has experience in SRI
investing at his previous employer where he managed the successful Orange Sense
Fund. He has 11 years experience in investment management and is also lead
manager on the top performing SVM UK Opportunities Fund. Neil holds a BA (Hons)
in Economics, an MSc in Investment Management and is qualified as a Chartered
Financial Analyst (CFA).
Hugh has more than 13 years experience in Socially Responsible Investment.Prior
to joining SVM he was instrumental in the launch of Kempen’s award winning
Orange Sense Fund. Prior to Kempen he also worked at Henderson Global Investors
where he helped manage the Global Care range of funds.At SVM Hugh is
responsible for managing the SVM Continental Europe Fund and will be joint
manager of the SVM All Europe SRI Fund.
> Meet the rest of the team
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Prior to joining SVM Craig was senior analyst responsible for all SRI research
at Kempen Capital Management, where he worked with Hugh Cuthbert and Neil
Veitch on the Orange Sense Fund for three years.His responsibilities include
the research, engagement and scoring of all potential investments for the SVM
All Europe SRI Fund.Craig holds a MA (Hons) Politics, Edinburgh University and
the Investment Management Certificate.
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The Fund aims to achieve medium to long-term capital growth and to outperform
the FTSE World Europe Index. It adopts a positive engagement approach toward
investment and enters into meaningful dialogue with companies regarding social
and environmental issues. Investments are made in European stocks and other
permitted securities.
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SVM All Europe SRI Fund A
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FTSE World Europe
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Time span:
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