Terms and Conditions

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For most investors, growing their portfolio value in real terms is the most important benchmark.  Our aim is to add real value to your investment over the long term, targeting returns in excess of inflation, measured by the Retail Price Index RPI+.

Performance to 31 August 2021.

Source:  Morningstar

© Morningstar 2021. All rights reserved. Use of this content requires expert knowledge. It is to be used by specialist institutions only. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied, adapted or distributed ; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for damages or losses arising from any use of this information, except where such damages or losses cannot be limited or excluded by law in your jurisdiction. Past financial performance is no guarantee of future results.

Fund performance to 31 August 2021, based on the 'D' Platform share class.  

* The SVS Cornelian Defensive, Managed Growth and Progressive funds were launched on 4 May 2010
+ The SVS Cornelian Growth and Cautious funds were launched on 11 April 2005
** The SVS Cornelian Managed Income fund was launched on 20 March 2015

Please note: The RPI Index used is the Retail Price Index (all items).  RPI data is the latest available. This will normally be from a data point at least one month earlier. For example, performance reported for one year to end April will be shown against the latest RPI information available, i.e. 12 months to end March.

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.

You should remember that the value of investments and the income derived therefrom may fall as well as rise and you may not get back the amount that you invest. Past performance is not a guide to the future.


SVS Funds Investment Performance

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