PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Margaret Lawson

SVM Asset Management Ltd, SVM Asset Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Margaret Lawson has managed the SVM UK Growth Fund for over ten years. Prior to co-founding SVM in 1990, Margaret was an investment manager at FS Assurance running its flagship UK fund, the FS Balanced Growth Fund. Margaret holds a BSc (Hons) Economics from the University of Strathclyde and is an associate of the Institute of Investment Professionals. Engaging with the leaders of top UK businesses is an important aspect of her investment process, the insights gained from frequent discussions with company management enables her to test their ability to deliver. 100% of Margaret’s time is spent focusing on the SVM UK Growth Fund. Whether she is travelling, shopping or reading, she is constantly on the lookout for cues that will improve the portfolio. Outside of work Margaret is a keen cook with an ever-expanding folio of recipes. She is also progressing steadily through her piano exams.
Total return for Margaret Lawson
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
22-58m
 
 
 
 
 
 
 
 
 
34-70m
 
 
 
 
 
 
 
 
 
46-82m
 
 
 
 
 
 
 
 
 
58-94m
 
 
 
 
 
 
 
 
 
70-106m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Margaret Lawson

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Margaret Lawson 48.4 -12.4 -15.4 30.4 25.2 -0.1 17.8 1.8 31.2 12.2
Peer Group Composite 53.4 -6.9 -7.0 10.7 21.8 6.2 10.4 8.8 30.4 11.2
Over / Under -5.0 -5.5 -8.4 19.7 3.4 -6.3 7.4 -7.0 0.8 1.0
Performance vs peer group composite: Margaret Lawson
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
SVM UK Growth Co-managed UT UK All Companies since Oct 31 2005 to present
SVM UK Emerging Lead manager IT UK Smaller Companies since Oct 01 2012 to present
Funds managed previously
Fund Periods
SVM UK Opportunities since Sep 21 2005 to Dec 31 2013
Standard Life Investments Ignis Balanced Growth since Jan 25 1984 to Sep 01 1990
SVM World Equity since Apr 09 2010 to Nov 30 2010
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close