Diversified Portfolio Service

We are aware that many clients who have less than the minimum investment of £300,000 required for a segregated discretionary portfolio will find it difficult to obtain the breadth of exposure to global markets and asset classes that larger portfolios can achieve.  With a minimum investment of £75,000, the Cornelian Diversified Portfolio offers a multi-asset investment solution to enable clients to gain access to the same investment expertise, enjoy the same level of diversification and benefit from the high level of reporting that is available to our segregated discretionary clients.

The Portfolios

Depending upon the investment objectives, risk profile and selections made by you, the funds will then be invested in one of two types of portfolios:

• Cornelian Diversified Balanced Portfolio, for those clients wishing to achieve long term capital growth with a greater focus on income
• Cornelian Diversified Growth Portfolio for those clients wishing to achieve long term capital growth. 

High Quality Service

As a client of the Diversified Portfolio Service, you will recieve high quality half-yearly reports (normally only available to segregated discretionary clients), and a Staged Investment Option if you prefer to make investments over a period of time rather than one lump sum.  You will also, through the On-Line Valuation Service be provided with a password allowing access to a secure section of our website, enabling you to access the current value of your portfolio.

Further Details

Click here for the Diversified Portfolio Service Brochure

Click here for the Diversified Portfolio Client Profile & Instructions Form

Click here for the Simplified Prospectus of the underlying CF Cornelian Funds