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  • Cornelian funds receive new Defaqto Income Risk Rating

Latest News  11/09/2018

Cornelian funds receive new Defaqto Income Risk Rating

Defaqto have introduced four Income Risk Ratings - ranging from Capital Preservation through Low and Medium income volatility to High income volatility. These ratings aim to help advisers map appropriate funds to their clients' investment income and risk mandates.

Two of Cornelian's risk-managed, multi-asset funds map to these levels:

SVS Cornelian Managed Income Fund:

This fund sits within our core fund range and has a particular focus on income generation.  It has a Medium Income volatility rating.

SVS Cornelian Cautious Fund:

This fund sits within our core fund range but has a focus on both income and growth generation.  It has a Low Income volatility rating

For professional financial advisers, you can find out more in the dedicated section of our website


Latest News  27/03/2019

Could Latin America be the big investment story of the next decade?

Investment Director David Appleton assesses a region that, with one of the world's youngest and fastest growing populations, looks set for economic expansion. Could under-investment over the last decade, coupled with recent political change, provide an exciting opportunity for investors?

Read more

Latest News  07/02/2019

Why 2018 wasn’t a repeat of 2015

Cornelian’s Chief Investment Officer Hector Kilpatrick explains why we did not derisk the Funds in the final quarter of 2018, comparing the market signals with those we observed back in March 2015, when we de-risked the Funds aggressively.

Read more
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