Our unit trust offers retail investors the opportunity to benefit from our investment approach in UK equities. The portfolio aims to achieve long term capital growth together with a yield at least 10% above that of the FTSE All Share before expenses. The minimum investment is £1000. The fund has no initial charge and no exit or redemption penalties. The annual management charge is 0.75%. Investments can be made in the fund through either income or accumulation units. Further details can be found in the scheme particulars and quarterly reports.
Our investment approach is shaped by six core beliefs
Value: We invest where the price does not reflect fair value
Size: Small can equal greater growth potential
Fundamental: Analysis is essential
Independent: We ignore market noise and current fashions
Patient: We wait for the right time to invest
Long term: Frequent trading does not always equal good investing
Individuals can invest in our unit trust through Smith & Williamson. A regular savings plan is available. Either fill in the application form or call the dealing line on 0141 222 1151 for more information. If you are an IFA or Fund of Fund and wish to find out more about the SVS Albion OLIM UK Equity Income Fund call us on 020 7367 5660, email us on firstname.lastname@example.org, or fill in the contact form.