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SVS Cornelian Cautious RMP G Acc

Ranked 304 out of 403 in - Balanced GBP over 12 months
All calculations are in USD unless stated

Managed by

Hector Kilpatrick

Hector Kilpatrick holds an MSc in Aquatic Resource Management and an MBA in Strategic Management. He joined SVM in 2005 where he was responsible for researching basic industrials, European pharmaceuticals and UK support services and managed the SVM UK Alpha Fund. Prior to this, Hector was a senior member of the European equities team at Standard Life Investments. He joined Cornelian Asset Managers in June 2010 where he runs the CF Cornelian Cautious, Growth and British Opportunities funds. He is an Associate of the Society of Investment Professionals.

Objective

The Fund aims to provide a combination of capital growth and income over the long term, delivering average annual investment returns (total returns, net of fees) of at least RPI + 1.5% over a five to seven year investment cycle, by investing in a balanced portfolio of investments from the UK and around the world, in a range of economic sectors. The majority of the Fund will be invested in passively managed funds that track the performance of an underlying index. The Fund will invest, directly or indirectly in shares and bonds issued by governments and other organisations.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Balanced GBP over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2%
2017 15.3% 3.5% 4.5% 3.5% 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/11/2016
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00BD730136

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0.5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).