Terms and Conditions

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Risk Managed Passive Fund Range

Our Risk Managed Passive (RMP) range retains our approach to active selection of investments across asset classes.  However, the underlying investments are selected for the more cost conscious investor, prepared to compromise some of the richness of the asset allocation and invest into predominantly passive funds.

  • RMP Fund Range Literature

    Our Risk Managed Passive (RMP) range of funds offers a multi-asset investment solution that is designed to closely match your clients' goals, ambitions and attitude to risk, whilst delivering outstanding value at an accessible, cost efficient level.

    You can find more detailed reports in the Factsheets and Literature section of the Brooks Macdonald website, selecting the Cornelian Risk Managed Funds filter

  • Defensive RMP Fund

    Benchmark:  RPI + 1.0%
    Cornelian Risk Scale:  A

    The Fund aims to provide long term capital growth and income delivering average annual investment returns (total returns, net of fees) of at least RPI + 1.0% over a five to seven year investment cycle, by investing in a portfolio of investments from the UK and around the world, in a range of economic sectors. The majority of the assets will be invested in passive funds that track the performance of an underlying index.

    You can find more detailed reports in the Factsheets and Literature section of the Brooks Macdonald website, selecting the Cornelian Risk Managed Funds filter

  • Cautious RMP Fund

    Benchmark:  RPI + 1.5%
    Cornelian Risk Scale: B

    The Fund aims to provide long term capital growth and income delivering average annual investment returns (total returns, net of fees) of at least RPI + 1.0% over a five to seven year investment cycle, by investing in a portfolio of investments from the UK and around the world, in a range of economic sectors. The majority of the assets will be invested in passive funds that track the performance of an underlying index.

    You can find more detailed reports in the Factsheets and Literature section of the Brooks Macdonald website, selecting the Cornelian Risk Managed Funds filter

  • Managed Growth RMP Fund

    Benchmark:  RPI + 2.0%
    Cornelian Risk Scale:  C

    The Fund aims to provide long term capital growth and income delivering average annual investment returns (total returns, net of fees) of at least RPI + 2.0% over a five to seven year investment cycle, by investing in a portfolio of investments from the UK and around the world, in a range of economic sectors. The majority of the assets will be invested in passive funds that track the performance of an underlying index.

    You can find more detailed reports in the Factsheets and Literature section of the Brooks Macdonald website, selecting the Cornelian Risk Managed Funds filter

  • Growth RMP Fund

    Benchmark:  RPI + 2.5%
    Cornelian Risk Scale:  D

    The Fund  aims to provide long term capital growth delivering average annual investment returns (total returns, net of fees) of at least RPI + 2.5% over a five to seven year investment cycle, by investing in a portfolio of investments from the UK and around the world, in a range of economic sectors.The majority of the assets will be invested in passive funds that track the performance of an underlying index.

    You can find more detailed reports in the Factsheets and Literature section of the Brooks Macdonald website, selecting the Cornelian Risk Managed Funds filter

  • Progressive RMP Fund

    Benchmark:  RPI + 3.0%
    Cornelian Risk Scale:  E

    The Fund aims to provide long term capital growth delivering average annual investment returns (total returns, net of fees) of at least RPI + 3.0% over a five to seven year investment cycle, by investing in a portfolio of investments from the UK and around the world, in a range of economic sectors. The majority of the assets will be invested in passive funds that track the performance of an underlying index.

    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.

Prices & Factsheets

Prices for the SVS Cornelian RMP Funds are published daily and full KIIDs for each fund are available to download in PDF format:

Prices & Factsheets

Adviser Support

Our team of Intermediary Relationship Managers cover all areas of the UK and are here to help you should you need assistance:

Intermediary Support

Fund Performance

See our funds' latest performance against their RPI+ benchmark target


Performance
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