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  • Cornelian risk manage funds reach 5th anniversary

Latest News  05/05/2015

Cornelian risk-managed funds reach 5th anniversary

Cornelian Asset Managers, the Edinburgh-based investment house, celebrate the 5th anniversary of their risk-managed fund range.

The SVS Cornelian multi-asset fund range is one of the longest-running in the market, and each of the five underlying funds has outperformed its RPI+ benchmark in each year since launch on 4th May 2010.  The funds aim to provide long term capital and income growth from a balanced portfolio of equities, bonds, government securities and collective investment schemes - without limitation to any geographical or industrial sector.  They sit within the IA Unclassified sector, and are managed to sit below specified expected volatility limits.  The funds are not constrained to any lower volatility limits, so the investment team can protect portfolios by de-risking at any time.

John Jackson, Managing Director of Cornelian’s Intermediary Business adds: We are experiencing increasing support from advisers for our risk-managed funds range, which we believe offers an exciting and comprehensive service for their clients.  The fund range is now well established and accounts for about half of Cornelian's assets under management.  With the 5th anniversary and the performance record, they look forward to continued growth.

John Jackson
Managing Director, Intermediary Business

Latest News  13/07/2017

Quarterly Investment Webinar - July 2017

Catch up on the recording of our latest Investment Webinar, where you can find out from Hector Kilpatrick and David Appleton why we believe this is not the time to be fully 'risk on', why we are warming to Japanese equities and where we see value in global markets...

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Latest News  29/06/2017

How do Cornelian stack up in Edinburgh's competitive Wealth Management space?

Online adviser discussion platform, DISCUS interviewed Cornelian's Marcus Brooks and Hector Kilpatrick to hear how Cornelian stack up against the many discretionary fund managers based in and around Edinburgh. At a guess, how many do you think there are? Ten, fifteen, twenty perhaps...

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