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

271.43p

arrow-up0.20p (+0.07%)

Fund Code

COGRI

B68Y9S6

GB00B68Y9S62

Prices updated as at 27 Mar 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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerDavid Appleton, Hector Kilpatrick
272.18
238.08
Fund comparative indexRPI+2.5%
Volatility Managed
-
0.89
0.16
0.00
GBP Allocation 60-80% Equity
No
Fund providerBrooks Macdonald Asset Management Ltd
Share class launch date31 Jan 2011
£248.00m
-
2.18
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

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