SVS Cornelian Progressive RMP

Select share classes

SVS Cornelian Progressive RMP G GBP Acc

Category GBP Allocation 80%+ Equity


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

174.32p

arrow-up1.94p (+1.13%)

Fund Code

COPRA

BD72ZV5

GB00BD72ZV55

Prices updated as at 22 Nov 2024
|
Prices in GBX

Investment objective
The objective of the Fund is to achieve capital growth delivering average annual investment returns (total returns, net of fees) of at least RPI + 3.0% 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, at least 65% of the assets of the Fund will typically be invested in shares. Such exposure may be achieved directly or indirectly via collective investment schemes managed by third party managers.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerDavid Appleton, Hector Kilpatrick
174.32
148.57
Fund comparative indexRPI +3%
Volatility Managed
-
0.40
0.08
0.00
GBP Allocation 80%+ Equity
No
Fund providerBrooks Macdonald Asset Management Ltd
Share class launch date30 Nov 2016
£4.72m
-
2.11
-
Quarterly
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.


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