SVM Global Opportunities Instl

IMA Sector:

Global

ISIN:

GB00B12Z0P44

Fund Type:

Unit Trust

 0.00
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: --2025
  • Change: 0.00
  • Change %: n/a
  • Currency:
  • YTD change: 0.00
  • YTD %: n/a

Fund Objective

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).

Fund Performance

FTSE 100 FTSE 100 Fund Fund
5 year SVM Global Opportunities Instl
3 year SVM Global Opportunities Instl
1 Year SVM Global Opportunities Instl
6 Month SVM Global Opportunities Instl
1 Month SVM Global Opportunities Instl

Top 10 Holdings

Name % Net Assets
F & C Private Equity B shares 3.6%
Acheron Portfolio Corp 3.5%
China Real Estate Opps 3.4%
Quorum Oil & Gas 3.4%
Jupiter Adria Limited 3.3%
South African Property Opportunities 3.3%
Japan Opportunities Fund II 3.1%
Juridica Investments 3.0%
Trading Emissions 2.3%
Ceres Agricultural Fund 2.2%

Holdings Breakdown

Holding Chart
Key % Net Assets
F & C Private Equity B shares 3.6%
Acheron Portfolio Corp 3.5%
China Real Estate Opps 3.4%
Quorum Oil & Gas 3.4%
Other 86.1%

Note 1: Forecast figures based on normalised accounts.

 

Price Info

Date n/a
Bid 0.00
Offer 0.00
Currency n/a
Change 0.00
% n/a
YTD change 0.00
YTD % n/a

Fund Facts

Fund Inception 15/05/2006
Fund Manager Colin McLean / Donald Robertson
TER 1.51 (31-Dec-2013)

Fund Reports

Minimum Investment
Initial 250000
Additional 200
Savings n/a
Charges
Initial 5.25%
Annual Mang't 0.65%
Exit n/a

Risks

Name %
No risk data available.

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