Fact sheet: SVS Cornelian Cautious RMP

Fund information

Fund name
SVS Cornelian Cautious RMP G Acc
Fund company manager
Cornelian Asset Managers
Fund type
OEIC
Fund objective
The objective of the SVS Cornelian Cautious Fund is to provide long term capital growth and income growth from a balanced portfolio of equities, bonds, government securities and collective investment schemes without limitation to any geographical or industrial sector although there may be times when the investment manager may choose to concentrate investments in a particular geographic area. There may be occasions when the investment manager may choose to hold a high level of cash or money market instruments.
Benchmark
-
Investment style
Cautious
Investment method
None

Performance snapshot

Quick stats

1 Year return

-

1 Year rank in sector

-

Sector

UT Volatility Managed

Yield
-
Fund size

£ 2.0 m

FE Risk score

37

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.19 %0.19 %0 %0 %0 %
Sector-1.33 %0.68 %8.44 %22.25 %42.97 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund2.76 %0 %0 %0 %0 %
Sector4.23 %13.12 %1.54 %7.09 %9.44 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high106.28
52 week low98.72
Current bid price0
Current offer price0
Current mid price104.3

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

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