SVM UK Opportunities Fund

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There is only one type of share class for this fund.

SVM UK Opportunities B Institutional

Category UK Flex-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

697.90p

arrow-up1.30p (+0.19%)

Fund Code

SVUOA

3208481

GB0032084815

Prices updated as at 09 May 2025
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Prices in GBX
Investment objective
The objective of this Fund is to achieve capital growth over the long term (5 years or more) and it aims to outperform the MSCI United Kingdom IMI (or any successor index). Performance is measured on a monthly basis over rolling 5 year periods after all fees and costs are deducted. The Fund will invest at least 80% in equities and equity related instruments in UK companies.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
SVM Asset Management Ltd
Fund launch date
17 Mar 2000
Domicile
United Kingdom
UCITS
Yes
Lead manager
Neil Veitch
Lead manager start date
23 Jan 2006
Lead fund manager biography
Neil Veitch is Co-Manager of the SVM UK Opportunies Fund and the SVM All Europe SRI Fund. He joined River Global Investors in October 2022 following the acquisition of SVM Asset Management, having previously joined SVM in 2006. Prior to joining River Global Investors, Neil was responsible for UK mid and small cap investments at Dutch merchant bank, Kempen Capital Management, where he also managed pan European mandates. Neil holds a BA (Hons) in Economics, a MSc in Investment Management and is qualified as a Chartered Financial Analyst (CFA). Neil is manager of the SVM UK Opportunities Fund and co manager of SVM’s Pan European product.
Lead manager
Craig Jeruzal
Lead manager start date
01 Apr 2024
Lead fund manager biography
Head office
SVM Asset Management Ltd
6th Floor
Edinburgh
United Kingdom
EH2 3AH
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