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SVM Asset Management – SVM Cautious Managed Fund

SVM Asset Management

SVM Cautious Managed Fund

Type: Oeic

Aim: Growth by investing in equities, bonds, property, private equity, funds of hedge funds and cash

Minimum investment: Lump sum £1,000

Investment split: 60% investment funds, 40% fixed interest and cash

Isa link: Yes

Charges: Initial 5.25%, annual 1.4%

Special offer: Initial charged waived or initial commission up to 5.25%

Offer period: Until September 30, 2008

Commission: Initial 3%, renewal 0.5%

Tel: 0800 0199 440



The Brunner Investment Trust – April 2017

Welcome to the latest update for The Brunner Investment Trust PLC from the Trust’s portfolio manager, Lucy Macdonald. Market Review Global equities have rallied over the first quarter of 2017, buoyed by signs of strengthening growth and optimism over company earnings, although this rally has faded towards the quarter end. US equities posted their strongest […]


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