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Latest News  05/12/2019

Celebrating our RMP Range’s third anniversary

We are delighted to celebrate the three year anniversary of the SVS Cornelian Risk Managed Passive (RMP) Range, which was launched on 30 November 2016.

We are delighted to celebrate the three year anniversary of the SVS Cornelian Risk Managed Passive (RMP) Range, which was launched on 30 November 2016.  

For most investors, growing their portfolio value ahead of inflation is their most significant benchmark - crucially important however, is being able to manage risk while doing so.

At Cornelian, delivering clients’ long-term investment goals is our clear focus. The RMP Range aims to add real value to our clients’ investment over the long term, targeting returns in excess of inflation whilst managing risk dynamically over the market cycle – smoothing the investment journey and reducing the prospect of an unexpected outcome.

Active asset allocation decisions made by our highly experienced investment team are combined with predominantly passive underlying investments, in a competitively priced product that is designed to align seamlessly with your suitability process.

The RMP Range consists of five multi asset funds (one for each risk level), offering a lower-cost investment solution that can be tailored according to your clients’ attitude to risk. In line with our focus on investing for client outcomes, each Fund targets a specific level of net total return ahead of inflation, and has a specific maximum upper expected volatility (risk) limit.

Unlike most peers however, the Funds do not have a lower expected volatility (risk) limit that might prevent our Investment Team from taking appropriate defensive action to protect our investors in challenging market conditions.

Our Investment Team adopt a global, unconstrained approach to asset allocation. The funds do not have a fixed, strategic asset allocation framework – our Investment Team only allocate where risk will be properly rewarded. No one asset class will outperform all of the time, so the Funds are diversified over a number of different types of investment, geographies and sectors. Our Investment Team regularly monitor the mix of assets held and are able to swiftly adjust the asset allocation in response to changing market conditions, so that it is appropriate for the objectives of each Fund in the Range. Currently, the RMP Range is diversified across sixteen different asset classes.

“The RMP Range consists of five multi asset funds (one for each risk level), offering a lower-cost investment solution that can be tailored according to your clients’ attitude to risk.”

Whilst the RMP Range has an emphasis on investment in lower cost, index-tracking securities, it has the benefit of being able to gain active exposure in the areas where our Investment Team believe this has a unique benefit – for example, by investing directly into government bonds in order to manage risk by controlling interest rate sensitivity, or by gaining exposure to asset classes such as absolute return and infrastructure, which can provide a useful source of diversification or inflation-plus returns, but for which no suitable passive investment is available.

The RMP Range aims to balance overall cost control with the implementation of asset allocation views in order to generate returns ahead of inflation, and dynamic risk management over the market cycle.

The Range is competitively priced, with a G (platform) share class Annual Management Fee of 0.30%. The Funds are easily accessible both on a wide range of platforms, and directly through our own Cornelian Portfolio Service.

Cornelian Risk Managed Passive Range

  • A cost-effective investment solution that aligns seamlessly to your advice process
  • Aiming to deliver specific levels of returns ahead of inflation over the market cycle
  • While remaining below an upper expected volatility limit – but not constrained by a lower expected volatility limit
  • An active, unconstrained approach to asset allocation across the global investment universe
  • Easily accessible on most major platforms and directly via the Cornelian Portfolio Service

 


Latest News  18/02/2020

SimplyBiz talk to David Appleton, Investment Director at Cornelian

Andy Thomas, Business Development Consultant, SimplyBiz Investment Services interviews David Appleton, Cornelian's Investment Director.

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