Terms and Conditions

Please read the Terms and Conditions and click 'I Agree' to enter the website.

Income Focus

Managing Risk is a crucial element of successful investment

In order to help advisers match appropriate funds to their clients’ investment income and risk mandates, Defaqto have introduced four Income Risk Ratings ranging from Capital Preservation through Low and Medium income volatility to High income volatility. Two of Cornelian’s risk-managed funds map to these levels: the SVS Cornelian Managed Income Fund and the SVS Cornelian Cautious Fund.

The funds are free to invest in the asset classes that we believe will add most value to investors. In addition to equities and traditional fixed income, the funds currently hold asset classes such as specialist credit, commercial property and infrastructure.


SVS Cornelian Managed Income Fund

This fund has a Defaqto Income Risk Rating of
Medium income volatility.

The SVS Cornelian Managed Income Fund sits within our core Risk Managed Fund Range and offers a
solution for investors seeking a diversified multi-asset portfolio with a particular focus on income
generation.


SVS Cornelian Cautious Fund

This fund has a Defaqto Income Risk Rating of 
Low income volatility.

The SVS Cornelian Cautious Fund sits within our core Risk Managed Fund Range and offers a
solution for investors seeking a diversified multi-asset portfolio with a particular focus on income
generation.

Consistent Historic Yield

Source:  Cornelian Asset Managers.  Chart shows the historic yield of the D Income share class, from 31 March 2016 to 30 June 2018 (as at each quarter end and most recent month end).  The Historic Yield reflects distributions declared over the past twelve months as a percentage of the mid-market unit price, as at the date shown.  It doesn't include any preliminary charge and investors may be subject to tax on their distributions.

  

Back to top