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RMP 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.
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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.
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Defensive RMP Fund
Benchmark: RPI + 1.0%
Cornelian Risk Scale: AThe 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.
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Cautious RMP Fund
Benchmark: RPI + 1.5%
Cornelian Risk Scale: BThe 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.
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Managed Growth RMP Fund
Benchmark: RPI + 2.0%
Cornelian Risk Scale: CThe 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.
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Growth RMP Fund
Benchmark: RPI + 2.5%
Cornelian Risk Scale: DThe 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.
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Progressive RMP Fund
Benchmark: RPI + 3.0%
Cornelian Risk Scale: EThe 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.
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