SVM Asset Management - Funds - UK Opportunities Fund

Funds > UK Opportunities Fund: Monthly review

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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 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.

Client Brochure

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Latest Fast Facts

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Stock analysis and commentary

Full details as at 30 April 2008

Fund Manager Interview and Update (April 2008)

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Unique Boutiques Conferences (February 2007)

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Latest Fact Sheet (May 2008)

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(Details as at 30 April 2008)

	Price	Date
Retail Share Class	227.50 p	15 May 2008
Institutional Share Class	237.00 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 originally launched offshore on 20 March 2000.

The UK Opportunities Fund has been awarded the following accreditations:

OBSR Rated: A

Morningstar Rating: 3 stars

Standard & Poor's Manager Rating: A

Neil Veitch image

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.

Chart showing investment performance

	SVM UK Opportunities Fund A
	FTSE All-Share 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.

13 February 2008

Neil Veitch on UK Growth - Investment Week
Neil Veitch

15 November 2007

Change of Investment Policy SVM UK Opportunities Fund

24 August 2007

Neil Veitch Market Update August 2007
Neil Veitch

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Annual Short Report

31 December 2007

Interim Short Report

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

30 November 2007

	One month	2008 yr to date	One year	Three years	Five years	Since launch
	%	%	%	%	%	%
SVM UK Opportunities Fund A	4.3	-6.9	-18.7	45.3	140.3	154.2
FTSE All-Share	6.3	-4.2	-4.3	42.7	93.1	26.3
Average Fund	4.5	-5.2	-8.4	37.3	88.7	24.2

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

% Change	2008	2007	2006	2005	2004
SVM UK Opportunities Fund A	-18.4	16.6	40.0	17.2	57.1

FTSE All-Share	-7.7	11.2	28.0	15.6	31.0
Performance difference	-10.7	+5.4	+12.0	+1.6	+26.1

Source: Lipper Hindsight, UK All Companies, mid to mid, UK net, to last quarter end 31/03/2008. 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.

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