SVS Cornelian Growth Fund

Select share classes

SVS Cornelian Growth D Inc

Category GBP Allocation 60-80% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

263.75p

arrow-down-0.86p (-0.33%)

Fund Code

COGRI

B68Y9S6

GB00B68Y9S62

Prices updated as at 26 Apr 2024
|
Prices in GBX

Investment objective
The objective of the Fund is to achieve capital growth delivering average annual investment returns (total returns, net of fees) of at least RPI + 2.5% over the long term (which is defined as a five to seven year investment cycle). Capital invested in the Fund is at risk. The Fund will be actively managed and in normal market conditions, at least 70% of the assets of the Fund will be invested in a mixture of shares and fixed income securities (including government and corporate bonds). The allocation to shares and fixed income securities will vary in response to market conditions. However, at least 55% of the assets of the Fund will typically be invested in shares.

Annual charges

Product charges
0.89
0.16
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 29 Jan 2024pdf
Annual Reports 15 Apr 2023pdf
Annual Short Report 15 Apr 2023pdf
Interim Short Report 30 Apr 2022pdf
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Important Information

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