Diversified Portfolio Service

With a minimum investment of £100,000, the Cornelian Diversified Portfolio Service offers clients a diversified investment solution and the tax advantages associated with a fund structure.

The Portfolios

Once we have ascertained your personal investment objectives and risk profile your designated fund manager will suggest the most appropriate investment for you.  If the Diversified Portfolio service meets your requirements, your funds will be invested in one of five CF Cornelian Funds:

• CF Cornelian Defensive Fund
  for those clients wishing to achieve long term capital growth and income by investing the majority of the assets in fixed interest funds, cash and alternative assets.  This portfolio is suitable for a low risk investor.

• CF Cornelian  Cautious Fund
  for those clients wishing to achieve long term capital growth and income by investing in a smaller proportion of UK and International equities as well as fixed interest funds and alternative assets.  This portfolio is suitable for a low/medium risk investor.
   
• CF Cornelian Managed Growth Fund
  for those clients wishing to achieve long term capital growth and income by investing across a range of assets including UK and International equities, fixed interest funds and alternative investments.  This portfolio is suitable for a medium risk investor.
   
• CF Cornelian Growth Fund
  for those clients wishing to achieve long term capital growth by investing across a range of assets including UK and International equity markets.  This portfolio is suitable for a medium/high risk investor.
   
• CF Cornelian Progressive Fund
  for those clients wishing to achieve long term capital growth by investing mainly in UK and International equity markets.  This portfolio is suitable for a high risk investor.

Further Details

If you would like further details on our Diversified Portfolio Service, or any of our other investment services, please do contact us. 

Click here to access the CF Cornelian Fund factsheets