SVM All Europe SRI Fund B Acc
Category Europe Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
425.30p
5.10p (+1.21%)
Fund Code
SVAEA
B1FL7V4
GB00B1FL7V46
Prices updated as at 12 May 2025
|
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 Europe Index (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 which are dealt in or traded on all European Eligible Securities Markets.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
SVM Asset Management Ltd
Fund launch date
31 Oct 2006
Domicile
United Kingdom
UCITS
Yes
Lead manager
Neil Veitch
Lead manager start date
31 Oct 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.
Fund manager
James Sym
Manager start date
01 Apr 2024
Fund manager biography
"James is the Investment Adviser for the RGI European equity strategies. In January 2025, he joined Goodhart Partners from RGI as part of a strategic initiative. James continues to source, identify, and evaluate investment opportunities for our European strategies, providing continuity for our clients while benefiting from the additional European equity expertise at Goodhart.
Before joining RGI in 2020, James managed over £2bn of client assets in continental and pan-European equity products at Schroders. Following Schroders’ acquisition of Cazenove Capital in 2013, he formed the specialist European equity team. At Cazenove, James launched the European Income fund in 2012, having joined as a graduate in 2007.
James holds a degree in Natural Sciences from the University of Cambridge."
Head office
SVM Asset Management Ltd
6th Floor
Edinburgh
United Kingdom
EH2 3AH
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