Cornelian Funds SIPP

This scheme is designed to invest in the CF Cornelian Growth or Balanced Funds. These are sub funds of the CF Cornelian Open Ended Investment Company (OEIC) launched in April 2005. Copies of the Funds’ Key Features document are available on request. The CF Cornelian Funds utilise Cornelian Asset Managers’ rigorous investment process. They invest in a range of UK equities but select funds to gain exposure to overseas and specialist market sectors and may also include alternative investments such as property funds, absolute return funds and private equity funds.

The scheme is designed to be cost effective in providing clients who wish to start a SIPP with £20,000 with the same level of diversification and access to the same investment process usually available to clients with £300,000 or more to invest.

Once your Pension Arrangement has been established, the funds are transferred to us by Hornbuckle Mitchell and will be invested in the CF Cornelian Fund requested by you or your adviser. Further lump sums or monthly payments can be made into the fund thereafter.

You will have the opportunity to view your investment and valuation updated daily through a dedicated, secure section of this website. In addition, you will receive a half yearly fund report and an annual report from the investment manager explaining in detail the investments and their performance.

Fees for a Cornelian SIPP under Scheme 1