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UK Opportunities Fund


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The aim of the Fund is to achieve medium to long-term capital growth by investing principally in UK Companies listed on the London Stock Exchange and other permitted securities. The SVM UK Opportunities Fund is run on a high-conviction bottom-up stockpicking basis. The Fund is a compact portfolio of 45 to 55 stocks, carefully picked with an eye to prospective performance. All the stocks in the Fund are ‘high-conviction’ ideas, and our performance expectations are spread proportionally across the whole portfolio rather than concentrated on a few weighty holdings.

We are pleased to announce increased flexibility on pricing across the entire SVM Retail OEIC Fund range by enhancing initial commission up to 5.25%.

The offer will run from 1st October 2009 until further notice while we await the publication of the Retail Distribution Review. It allows intermediaries to rebate up to 5.25% of their commission to clients, so if an adviser is remunerated on a fee basis they can choose not to take any commission and give their clients access to SVM's funds with no initial charge.

How to invest

Fund Fact Sheet

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Latest Fact Sheet (February 2010)

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(Details as at 31 January 2010)

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Client Brochure

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Latest Fast Facts

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indicates general review information

Stock analysis and commentary

Full details as at 31 January 2010

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Fund Manager Interview and Update (7 January 2010)

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Neil Veitch hosted a web conference on 22nd September giving an update on the Fund and the opportunites he sees in the market.

> Listen to a recording of the conference call

Current prices

 

Price

Date

Retail Share Class A

209.90 p

09 Mar 2010

Institutional Share Class B

221.70 p

09 Mar 2010

The prices for the Fund are calculated at 12 noon each day. The Fund operates 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 Fund can be bought or sold.

The Fund was originally launched offshore on 20 March 2000.

Fund Codes

 

Sedol

ISIN

MEX

Retail Share Class A

3206430

GB0032064304

SXUOR

Institutional Share Class B

3208481

GB0032084815

SXUOI

SVM has won the following award:

Lipper Fund Awards 2008
Best Overall Group – Equity Small category
Neil Veitch image UK Opportunities Fund Manager - Neil Veitch

Neil has over 11 years experience of investment management. Prior to joining SVM, Neil was responsible for UK mid & small cap investments at Dutch merchant bank, Kempen Capital Management. As well as managing the UK portfolios, Neil also managed European mandates. Neil holds a BA (Hons) in Economics, a MSc in Investment Management and is qualified as a Chartered Financial Analyst (CFA). His sector responsibilities include European industrials, technology, oil and gas E&P and UK support services & house builders.

> Meet the rest of the team

The Fund's aim is to achieve medium to long-term capital growth by investing principally in UK Companies listed on the London Stock Exchange and other permitted securities.

Fund performance

Chart showing investment performance
red line

SVM UK Opportunities Fund A
blue line

FTSE All-Share Index

Time span:    Update chart

Source: Lipper, mid to mid, UK net, to 09/03/2010.
Past performance should not be seen as an indication of future performance.

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20 April 2009

SVM Private Client Newsletter April 2009
SVM

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20 April 2009

SVM Professional Adviser Newsletter April 2009
SVM

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Reports

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Interim Short Report

30 June 2009

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Annual Short Report

31 December 2008

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Interim Short Report

30 June 2008

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Annual Short Report

31 December 2007

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S&P Fund Rating A Report - SVM UK Opportunities Fund

01 November 2007

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Interim Short Report

30 June 2007

Cumulative Performance - % change

One month

2010 yr to date

One year

Three years

Five years

Since launch

%

%

%

%

%

%

SVM UK Opportunities Fund A

-0.1

-0.1

110.1

-15.4

34.4

146.1

Benchmark Index

-3.6

-3.6

33.2

-7.2

30.2

15.9

Average Fund

-2.6

-2.6

33.3

-11.2

23.5

14.8

Source: Lipper Hindsight, UK All Companies, mid to mid, UK net, since launch to 31/01/2010.

Percentage growth year on year to 31 December

% Change

2009

2008

2007

2006

2005

SVM UK Opportunities Fund A

101.4

-55.2

-7.7

35.8

25.1

FTSE All-Share

30.1

-29.9

5.3

16.8

22.0

Performance difference

+71.3

-25.3

-13.0

+19.0

+3.1

Source: Lipper Hindsight, UK All Companies, mid to mid, UK net, to last quarter end 31/12/2009. The Fund was originally launched offshore on 20 March 2000. 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. Investing in smaller companies may increase the volatility of your investment. 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.

© 2010 SVM Asset Management.