Back to selected funds

SVM UK O...

Price: 754.0000GBX

Change: 1.59%

Open an account

SVM UK Opportunities B

SVM UK Opportunities B

ISIN:

GB0032084815

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

IA Sector:

IA UK All Companies

Income type:

Accumulation

Price:

754.0000GBX

16 June 2025

Last change:

1.59%

1 year change:

12.07%

5 year annualised return:

8.57%

12 month yield:

0.00%

Open an account
At a glance

At a glance performance and information

Eligibility:

Share Dealing Account
ISA
SIPP

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

  • SVM UK Opportunities B
  • IA UK All Companies
  • MSCI United Kingdom IMI

Discrete calendar year performance

Discrete calendar year performance
Investment 31/03/20 to 31/03/21 31/03/21 to 31/03/22 31/03/22 to 31/03/23 31/03/23 to 31/03/24 31/03/24 to 31/03/25
SVM UK Opportunities B 65.52% 2.46% -12.34% 8.42% -0.19%
IA UK All Companies 37.99% 5.36% -1.86% 7.65% 5.09%
MSCI United Kingdom IMI 24.33% 14.50% 2.95% 8.77% 10.47%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
SVM UK Opportunities B 8.82% 5.94% 12.14% 4.60% 8.57%
IA UK All Companies 6.36% 6.06% 9.55% 9.23% 8.47%
MSCI United Kingdom IMI 4.37% 9.17% 12.63% 11.35% 10.79%

Fund 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. Performance is measured on a monthly basis over rolling 5 year periods after all fees and costs are deducted.

Manager name:

SVM Asset Management Ltd

Manager start date:

01 January 2014

Investment style:

Active,Growth

Region (geographical):

United Kingdom

Manager Biography:

Craig Jeruzal is the Co-Portfolio Manager of the SVM UK Opportunies 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, Craig was an Investment Analyst at Kempen Capital Management.

Benchmark:

MSCI United Kingdom IMI

Sector:

IA UK All Companies

FE fundinfo Rating:

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. N/A%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.95%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. N/A
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: iWeb The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 295,185,843.39 GBX

Chart date: June 16, 2025

Top 10 Holdings

Top 10 Holdings
Security Weight
Natwest group plc 4.95%
Standard chartered plc 4.74%
Lloyds banking group plc 4.65%
Marks & spencer 4.19%
Babcock international group 3.83%
Imi 3.61%
Prudential plc 3.29%
Flutter entertainment plc 3.20%
Norcros plc 2.91%
Smurfit westrock plc ordinary gbp 2.78%

Sectors

Sectors
Sectors Weight
Industrials 29.36%
Financials 21.56%
Consumer Discretionary 11.43%
Materials 11.15%
Health Care 7.27%
Consumer Staples 6.56%
Energy 4.91%
Money Market 3.30%
Information Technology 1.68%
Communications 1.51%

World regions

World regions
Country Weight
UK 94.75%
CASH 3.30%
Ireland 1.94%
ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.