SVS Cornelian Managed Growth Fund

Select share classes

SVS Cornelian Managed Growth D Accumulation

Category GBP Allocation 40-60% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

230.06p

arrow-up0.20p (+0.09%)

Fund Code

COMGA

B3KXCP8

GB00B3KXCP84

Prices updated as at 14 Nov 2024
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Prices in GBX

Investment objective
The objective of the Fund is to achieve capital growth and income delivering average annual investment returns (total returns, net of fees) of at least RPI + 2.0% over the long term (which is defined as a five to seven year investment cycle). Capital invested in the Fund is at risk. The Fund will be actively managed and in normal market conditions, at least 70% of the assets of the Fund will be invested in a mixture of shares and fixed income securities (including government and corporate bonds). The allocation to shares and fixed income securities will vary in response to market conditions. However, the allocation to shares will typically remain within in a 35%-70% range. Such exposure may be achieved directly or indirectly via collective investment schemes managed by third party managers.

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
30 Sep 13 - 30 Sep 146.115.72
30 Sep 14 - 30 Sep 154.320.59
30 Sep 15 - 30 Sep 1612.7612.07
30 Sep 16 - 30 Sep 176.896.53
30 Sep 17 - 30 Sep 182.992.76
30 Sep 18 - 30 Sep 194.113.88
30 Sep 19 - 30 Sep 202.72-0.82
30 Sep 20 - 30 Sep 2112.7512.48
30 Sep 21 - 30 Sep 22-9.98-11.22
30 Sep 22 - 30 Sep 234.344.58
30 Sep 23 - 30 Sep 2413.0812.91

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day-0.45-0.26
1 Month-0.090.05
3 Months1.622.20
6 Months2.392.76
1 Year12.2212.49
3 Years annualised1.310.75
5 Years annualised4.213.19
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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