Terms and Conditions

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RMP Fund Performance

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

Since Launch: 30th November 2016.

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.

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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