SVS Cornelian Managed Growth Fund

Select share classes

SVS Cornelian Managed Growth F Acc

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

226.29p

arrow-up0.14p (+0.06%)

Fund Code

COMFA

BKJ8R47

GB00BKJ8R478

Prices updated as at 12 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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
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5 - year
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Oct 2024

1 year3 years
-0.20-0.68
1.020.89
-0.04-0.20
93.2084.05
1.57-0.20
5.617.22
1.462.93


Important Information

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