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Newsletter  02/12/2015

Jeremy Richardson - news from Cornelian

In recent months there has been more uncertainty in investment markets - Jeremy Richardson, CEO at Cornelian Asset Managers Limited introduces the latest issue of Asset and explains why our active management has helped to insulate portfolios from the impact of equity market weakness.

I am pleased to report that the active management decision taken by our investment team to reduce global equity exposure commencing in March/April this year has helped to insulate our portfolios from the full impact of the equity market weakness and has delivered good relative performance.  Our Associate Investment Director, Jonathan Horsfield explains our increased exposure to absolute return funds across client portfolios, and gives an insight into their merits in uncertain markets.

Alongside this introductory piece we report on the performance of the SVS Cornelian fund range and how we have delivered against our Retail Price Index + targets across the risk managed fund range. I hope you will agree that the numbers evidence excellent consistency of returns for clients invested with us via the fund range.

In 1987, as a fresh faced graduate I started my career in financial services.   Although I did not ask for it, I did receive two bits of advice from my father before starting my first job. The first bit of advice was to stick to drinking orange juice at lunchtimes! The second was to always remember that the only investment performance numbers to matter for clients were those calculated after taking  account of costs, inflation and (if applicable) tax.

Recognising the importance of tax management and in particular, the management of capital gains tax allowances for some of our UK clients, I would like draw your attention to the article by Stephen Ritchie, one of our Senior Investment Managers.  Stephen’s article introduces and explains the rationale for our recently launched capital gains tax allowance management service for those clients whose portfolio is invested in our fund range.

If there is an area of special interest that you would like us to write on in a future edition of Asset please let me or your regular Cornelian contact know.

Finally, on behalf of all the team, thank you for your continued support for and interest in Cornelian.

Download the latest issue of Asset

Jeremy F Richardson
Chief Executive Officer

David Appleton

Newsletter  21/06/2017

A day in the life of...David Appleton

No two days are the same for anyone working at the front line of investment decisions. This article is a brief and personal account of a full and varied day that brings many challenges for Investment Director David Appleton...not least from his daughter, Lily...

Read more

Newsletter  05/05/2017

Happy Birthday ISA!

Individual Savings Accounts (ISAs) celebrate their 30th Birthday in the tax year 2017-18 with a major increase in the allowance to £20,000 per annum.

Read more
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