Overview
Why are these portfolios unconstrained?
Many funds are placed within the Investment Management Association sectors. To be included within these sectors funds must comply with various requirements relating to investments and asset classes which act as restrictions for our investment team. The new Cornelian Risk Managed Portfolios are not constrained in this way, and that leaves our fund managers free to invest with a clear focus on the investment and risk objectives of each portfolio.
What does the Cornelian Risk Managed Portfolios service offer?
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Investments are diversified across a broad range of assets held within the funds
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Multi-asset portfolios are not constrained by investment benchmarks
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Investment portfolios are designed to meet a comprehensive range of personal investment objectives and risk tolerances
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Investment management by a team of highly experienced investment professionals
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Active management of investments held within the funds
Key Benefits
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Due to the portfolios being unconstrained by investment benchmarks, the Cornelian investment team can respond promptly to changing market conditions
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Investments are extensively researched and are monitored daily
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The mix of investments within the Funds are adjusted to ensure that your investments remain aligned with your objectives in changing markets
- Within each portfolio investment risk is reduced by spreading your investment across a wide range of assets
Illustrative Asset Allocation of the Risk Managed Portfolios (%)
The chart illustrates the asset class diversification across the five risk managed portfolios. Although UK and International equities may offer the best returns, they can prove to be more volatile than the more traditional fixed interest assets which can protect the portfolio in falling markets. It is through the blend of underlying assets within each portfolio that ensures clients' investment objectives and risk tolerances are met.
