SVS Cornelian Progressive D Acc

Fund

Fund Info

  • Yield History1.20%
  • 3 Year sharpe0.78
  • 3 Year alpha-2.74
  • Distribution Typeaccumulation
  • BenchmarkRPI +3%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.26%
  • SectorVolatility Managed
  • Manager GroupCornelian Asset Managers
  • DomicileUnited Kingdom
  • ISINGB00B5LY2097

Investment Strategy

The objective of the Fund is to achieve long term capital growth delivering average annual investment returns (total returns, net of fees) of at least RPI + 3.0% over a five to seven year investment cycle. Ordinarily the assets will be primarily invested in equities or equity funds. To enable the creation of a diversified portfolio the Fund may also invest in other transferable securities and collective investment schemes. There is no specific limit in exposure to any sector or geographic area. There may be occasions when it is deemed necessary to hold a high level of cash or short dated government bonds. Derivatives and forward transactions may be used for Efficient Portfolio Management.