SVS Cornelian Cautious Fund

Select share classes

SVS Cornelian Cautious F Acc

Category GBP Allocation 20-40% Equity


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

236.24p

arrow-up0.09p (+0.04%)

Fund Code

COCFA

BKJ8QY0

GB00BKJ8QY00

Prices updated as at 12 Nov 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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerDavid Appleton, Hector Kilpatrick
237.98
213.22
Fund comparative indexRPI+1.5%
Volatility Managed
-
0.84
0.14
0.00
GBP Allocation 20-40% Equity
No
Fund providerBrooks Macdonald Asset Management Ltd
Share class launch date16 Oct 2014
£143.59m
-
2.68
-
Semi-Annually
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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