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SVM Asset Management – SVM Savings Scheme For Children

SVM Asset Management

SVM Savings Scheme For Children

Type: Investment trust savings plan

Aim: Growth by investing in the SVM global fund and/or SVM UK active fund

Minimum investment: Lump sum £200, £25 a month

Types of shares: Ordinary

Isa link: Yes

Pep transfers: Yes

Investment split: SVM global fund – specialist funds 38.3%, resources 18.5%, hedge funds 15.7%, property 13.4%, private equity 12.8% others 8.9%, SVM UK active fund – financials 40.6%, consumer 25.9%, resources 25%, industrial 9.4%, others 0.9%

Charges: Fund charges – SVM global fund – annual 0.65%, SVM UK active fund annual 0.75%

Commission: Initial up to 3%, renewal 0.5%

Tel: 0800 0199110


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