SVM Balanced Managed Accumulation
HL comment
Hargreaves Lansdown research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. This fund does not fall into either of these categories at present.
Information from the fund manager
Please note: The information in this box has been provided by, and is issued by, the fund manager and not Hargreaves Lansdown.
HL group comment: SVM
Our view on this Fund Management Group as a whole
SVM was founded by Colin McLean, Donald Robertson and Margaret Lawson in 1990. It is a privately-owned investment management business, based in Edinburgh. Initially they specialised in offshore and hedge funds, but have since launched onshore versions of many of these funds for UK private investors. They focus principally on global fund of funds, UK and European equities. As an independent boutique they are able to offer staff incentives linked to the growth in their business, including equity ownership, and this is something we feel is important as it goes one step further in ensuring they hold on to key individuals. The success they have had so far can be attributed to the fact that the managers work so closely together pooling information and generating investment ideas. All their funds are run very much on a stock picking basis, and we expect their success to grow from here.
13-09-2007
HL sector comment: Balanced Managed
Our view on this sector
These funds can form the core of a portfolio, as the managers often make asset allocation decisions on your behalf. Active Managed funds tend to be the highest risk, with Cautious Managed funds for more risk averse investors. Balanced Managed funds sit in the middle of the risk spectrum.
20-11-2008