Latest News 05/12/2019
Celebrating the Risk Managed Passive Funds 3rd Anniversary
The SVS Cornelian Risk Managed Passive Range celebrated their three year anniversary on 30 November 2019.
The range of funds offers a multi-asset investment solution that is designed to closely match clients' goals, ambitions and attitude to risk, whilst delivering outstanding value at an accessible, cost efficient level.
Retaining our approach to active selection of investments across asset classes, the underlying investments in the Risk Managed Passive range 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.
Our unconstrained investment approach ensures that the investment team are free to invest in the asset classes that they believe will add most value to investors. In addition to equities and traditional fixed income, the Fund currently holds asset classes such as absolute return, gold and infrastructure funds.
Managing risk is a crucial element of successful investment. The Fund is managed below an upper expected volatility limit, however it is not constrained by a lower volatility limit that might prevent us from taking appropriate defensive action for investors.
John Jackson, Managing Director of Cornelian’s Intermediary Business adds: We have experienced increased support from advisers for our risk-managed passive fund range, which we believe offers an exciting and comprehensive service for their clients. The fund range is now well established and complements our existing risk managed range. With the 3rd anniversary we look forward to continued growth. The RMP range is ideally suited to those Advisers and their clients who value the combination of real return targets and risk management.”
The funds are available through financial advisers or direct via platforms - please contact us for further information.