Archived News 03/04/2018
Celebrating the Managed Income Fund 3rd Anniversary
The SVS Cornelian Managed Income Fund celebrated its three year anniversary on 20th March 2018. The Fund sits within our core Risk Managed Fund Range, and offers a solution for investors seeking a diversified multi asset portfolio with a particular focus on income generation.
The SVS Cornelian Managed Income Fund sits within our core Risk Managed Fund Range, and offers a solution for investors seeking a diversified multi asset portfolio with a particular focus on income generation, while growing wealth ahead of inflation.
The Fund distributes income on a quarterly basis. As at 28th February 2018, the Fund’s historic yield was 3.28%*. The chart below illustrates the consistency of historic yield since launch:
Source: Cornelian Asset Managers. Chart shows the historic yield of the D Income share class, from 31 March 2016 to 28 February 2018 (as at each quarter end and most recent month end).
* D Inc Share Class. The Historic Yield reflects distributions declared over the past twelve months as a percentage of the mid-market unit price, as at the date shown. It doesn't include any preliminary charge and investors may be subject to tax on their distributions.
Our unconstrained investment approach ensures that the Fund is free to invest in the asset classes that we believe will add most value to investors. In addition to equities and traditional fixed income, the Fund currently holds asset classes such as specialist credit, commercial property and infrastructure.
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.
For further information on this, or indeed any of our investment services, please
The Cornelian Team