RM Defensive Portfolio

If you are invested in the RM Defensive Portfolio, you will be fully invested in the CF Cornelian Defensive Fund.

Objective

The objective of the RM Defensive Portfolio is to achieve long term capital growth and income whilst maintaining relatively low volatility.  This is achieved by investing the majority of the assets in fixed interest funds, cash and alternative assets, although to ensure diversity, UK and International equities are also held to a lesser extent, as shown in the illustrative asset allocation below.

Illustrative Asset Allocation of the RM Defensive Portfolio (%)

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