CF Cornelian Investment Funds
For clients with less than £300,000 to invest, it can be difficult to obtain the breadth of exposure to markets that larger portfolios can achieve. To meet this need, we have developed our own Open Ended Investment Company (OEIC). This includes growth and balanced CF Cornelian Investment Funds specifically designed to provide clients with diversification benefits equivalent to those of a large personal portfolio.
A strong investment process
Our discretionary portfolios and OEIC are managed by the same experienced team of investment managers, and the underlying portfolios of our OEIC are subject to the same rigorous investment and stock selection process. The investment objectives of the Funds are listed below.
CF Cornelian Growth Fund
Aims to provide long-term capital growth from a balanced portfolio of equities, bonds, government securities and collective investment schemes, without limitation to any geographical or industrial sector.
Latest Growth Fund monthly update
CF Cornelian Balanced Fund
Aims to provide long-term capital and income growth from a balanced portfolio of equities, bonds, government securities and collective investment schemes, without limitation to any geographical or industrial sector.
Latest Balanced Fund quarterly report
Latest Balanced Fund monthly update
CF Cornelian British Opportunities Fund
Aims to provide long term growth of capital from a portfolio of predominantly UK equities. There may be occasions when the investment manager chooses to hold bonds, government securities and collective investment schemes or hold a high level of cash or money market instruments.
Latest British Opportunities Fund quarterly report
Latest British Opportunities Fund monthly update
Further Information & Application Forms
CF Cornelian Investment Funds Simplified Prospectus
ISA Application Form
Growth, Balanced & British Opportunities Fund Application Form
Pension Fund, Trust & Charity Application Form
Fund prices are published daily in The Scotsman newspaper and online at www.investmentfunds.org.uk
