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Risk Managed Fund Range
The SVS Cornelian fund range is widely available on all the major platforms and consists of six funds which offer a risk-managed solution for clients of financial advisers. We also offer the SVS Cornelian RMP funds, which consist predominantly of more passive-style investments at lower cost.
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SVS Cornelian Defensive Fund
Benchmark RPI +1.0%
The objective of the SVS Cornelian Defensive Fund 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. This Fund may be suitable for a low risk investor.
You can find more detailed reports in the Factsheets and Literature section of the Brooks Macdonald website, selecting the Cornelian Risk Managed Funds filter
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SVS Cornelian Cautious Fund
Benchmark RPI +1.5%
The objective of the SVS Cornelian Cautious Fund is to achieve long term capital growth and income, by investing in a small proportion of UK and International equities as well as fixed interest funds and alternative assets. This portfolio may be suitable for a low/medium risk investor.
You can find more detailed reports in the Factsheets and Literature section of the Brooks Macdonald website, selecting the Cornelian Risk Managed Funds filter
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SVS Cornelian Managed Income Fund
Benchmark RPI +2%
The SVS Cornelian Managed Income Fund was launched on 20th March 2015.
The objective of the SVS Cornelian Managed Income Fund is to achieve income and capital growth by creating a well diversified portfolio investing in a broad range of underlying assets. To enable the creation of a diversified portfolio the fund may invest in equities, bonds, government securities and collective investment schemes. On occasion it may be deemed appropriate that the fund be invested primarily in other collective investment schemes.
You can find more detailed reports in the Factsheets and Literature section of the Brooks Macdonald website, selecting the Cornelian Risk Managed Funds filter
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SVS Cornelian Managed Growth Fund
Benchmark RPI +2%
The objective of the SVS Cornelian Managed Growth Fund is to achieve long term capital growth and income by investing across a range of assets including UK and International equities, fixed interest funds and alternative investments. This portfolio may be suitable for a medium risk investor.
You can find more detailed reports in the Factsheets and Literature section of the Brooks Macdonald website, selecting the Cornelian Risk Managed Funds filter
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SVS Cornelian Growth Fund
Benchmark RPI +2.5%
The objective of the SVS Cornelian Growth Fund is to achieve long term capital growth by investing across a range of assets including UK and International equity markets. This portfolio has a larger proportion of equity exposure than the SVS Cornelian Managed Growth Fund and may be suitable for a medium/high risk investor.
You can find more detailed reports in the Factsheets and Literature section of the Brooks Macdonald website, selecting the Cornelian Risk Managed Funds filter
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SVS Cornelian Progressive Fund
Benchmark RPI +3%
The objective of the SVS Cornelian Progressive Fund is to achieve long term capital growth by investing mainly in UK and International equity markets. This Fund has the highest level of risk, with low exposure to fixed interest assets, but also the greatest potential for capital growth, and may be suitable for a high risk investor.
You can find more detailed reports in the Factsheets and Literature section of the Brooks Macdonald website, selecting the Cornelian Risk Managed Funds filter
The Authorised Corporate Director (ACD) has selected the above target benchmarks as the ACD believes it best reflects the target of returns above inflation over a five to seven year investment cycle after costs.
Fund Performance
See our funds' latest performance against their RPI+ benchmark target
Latest Performance