SVS Cornelian Managed Growth Fund

Select share classes

SVS Cornelian Managed Growth D Income

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

181.39p

arrow-up0.12p (+0.07%)

Fund Code

COMGI

B3N1367

GB00B3N13674

Prices updated as at 13 Dec 2024
|
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 charges

Product charges
0.82
0.14
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 31 Jul 2024pdf
Key Information Document / Technical Guide 07 Jun 2024pdf
Annual Reports 15 Apr 2024pdf
Annual Short Report 15 Apr 2024pdf
Interim Short Report 30 Apr 2022pdf
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