SVS Cornelian Cautious F Acc
Category GBP Allocation 20-40% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
238.33p
0.08p (+0.03%)
Fund Code
COCFA
BKJ8QY0
GB00BKJ8QY00
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 + 1.5% 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 20%-50% range.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Brooks Macdonald Asset Management Ltd
Fund launch date
08 Apr 2005
Domicile
United Kingdom
UCITS
Yes
Fund manager
Hector Kilpatrick
Manager start date
04 May 2010
Fund manager biography
Hector joined Brooks Macdonald in 2020 and leads the global, risk managed funds team where he is responsible for the investment performance of these mandates and promoting an unconstrained, active investment philosophy.Prior to this, Hector worked at Cornelian Asset Managers, before its acquisition by Brooks Macdonald, where he was the Chief Investment Officer and was responsible the performance of all their mandates. Hector joined Cornelian from Scottish Value Management where he managed the SVM UK Alpha fund. Previously, he worked at Standard Life Investments and was a key member of the Continental European equities team.Hector has an MBA in Strategic Management from Imperial College Business School and over 25 years' experience in financial services.
Fund manager
David Appleton
Manager start date
13 May 2013
Fund manager biography
David joined Brooks Macdonald in 2020 and is jointly responsible for managing the risk managed multi-asset fund solutions. Prior to this, David worked at Cornelian Asset Managers, before its acquisition by Brooks Macdonald, where he joined the investment team in 2013 and helped to develop the firm’s risk managed multi-asset fund proposition to financial advisors. He also worked for 10 years at Alder Investment Management, a London-based family office, and has 17 years’ experience in financial services.David studied Economics at the University of Edinburgh before obtaining an MSc in International Banking & Finance from Heriot Watt University. He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).
Head office
72 Welbeck Street
London
United Kingdom
W1G 0AY
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