SVM Balanced Managed Accumulation
At a glance
| Initial charge | 5.25% |
|---|---|
| Initial saving | 5.25% |
| Annual charge | 1.40% |
| Annual saving | 0.000% ² |
| Total Expense Ratio | 1.78% |
| Launch date | 15-05-2008 |
| Launch price | £1.00 |
| Sector | Balanced Managed |
| Fund size | N/a |
| Number of holdings | N/a |
| Fund type | OEIC |
| Type of units | Accumulation |
Ways to Invest
Find out how to invest in this fundHL Research - Our view on this Fund
Full research
About the Fund Manager
Donald Robertson
Located in: Edinburgh
Donald is a qualified accountant with in excess of 20 years' investment and financial experience. Prior to
co-founding SVM, he worked at Ivory & Sime, one of
the largest independent fund management companies. His fund management responsibilities include investment trusts, derivatives/structured products and speciality finance.
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Income details
| Running yield | N/a |
|---|---|
| Income paid | Monthly |
| Type of payment | Dividend |
All yields are variable and not guaranteed. There is currently no yield information available for this fund.
Distribution dates
| Ex-dividend date | 31 December 2008 |
|---|---|
| Payment date ³ | 30 April 2008 |
Top 10 holdings
Top 10 holdings currently unavailable.
Top 10 sectors
Top 10 sectors currently unavailable.
Top 10 countries
Top 10 countries currently unavailable.
² Annual saving is not available in the SIPP.
³ If you elect to receive the income from a Vantage ISA, Fund or Share Account, we will collect any dividends for you and then pay them directly into your bank account within the first 10 working days of the following month.
Last valuation as at 20-08-2008. Data accurate as at [No Data].
