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SVM Asset Management – UK Opportunities Fund

Monday, 30 September 2002

Type: Oeic

Aim: Growth by investing in medium and smaller UK companies

Minimum investment: Lump sum £1,000

Investment split: 100% in medium and smaller UK companies

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5.25%, annual 1.5%

Special offer: 1% discount on initial charge

Offer period: Until October 17, 2002

Commission: Initial 3%, renewal 0.5%

Tel: 0800 0199110


A less FAR-sighted approach

In the current economic climate, policyholders and financial advisers are understandably concerned about the future viability of life insurance companies. Since insurers&#39 FSA returns for 2001 were made publicly available, many press articles have championed free-asset ratios as indicators of financial strength.However, in an issues paper on regulatory reporting published by the FSA last November […]

Davy says small IFAs to be post-polar winners

Small IFAs are set to be the long-term winners in a depolarised world, succeeding where national firms and networks fail, according to former DBS chairman Ken Davy.Local IFA firms will be able to capitalise on the relationships they have built up with clients and offer tailored services to fit their needs, Davy told the Distribution […]

Sweet VCT takes second bite of the cherry

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Sandler doesn&#39t make the grade

I have been assessing comments on the Sandler report now that many have had time to digest his glossy blue book. Comments seem to fall into two main categories -hysterically anti regarding much of the detail or fawningly obsequious. Ignoring the detail and looking at it in the context of the bigger picture, it is […]


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