If you have any questions or would like to get in touch, submit a call back request and our team will contact you as soon as possible or call us on 020 7499 6424 or email us at [email protected]
SVS Cornelian Risk Managed Funds
Our actively managed, globally diversified multi-asset funds have clear objectives and risk parameters with the flexibility to adjust allocations to weather all market conditions.
Freedom and flexibility
Our Cornelian Risk Managed Funds are not constrained by a fixed asset allocation framework. We give our fund managers the scope to invest in asset classes they believe will deliver the optimal outcome for your clients in the most efficient way. We offer two investment strategies, active and passive, across five risk levels – 11 in total – so whatever your clients’ plans, they’ll be covered.
Putting your client first
Our mission is simple: to protect and grow your client's wealth in real terms and add tangible value to your client’s wealth, targeting returns in excess of the Retail Price Index (RPI).
Dynamic risk-management
As we’re not constrained by a lower volatility limit, we can take appropriate defensive action when needed.
Actively managed portfolios
We continually review our funds and actively manage the asset allocation to reflect the mix of assets we believe will deliver the best outcomes for your clients, and let you concentrate on managing their overall finances.
Outcome-focused
The simple and transparent RPI+ investment objectives enable you to clearly align our funds with your clients’ financial goals.
Understanding risk levels
We offer two investment strategies across five risk levels: see which suits your clients best.
Each risk profile has a mandated upper expected volatility limit which provides the managers with an effective risk budget for each strategy. The upper expected volatility of all the funds is calculated using the industry-leading Dynamic Planner portfolio risk measurement system and is published monthly in client reporting. Compliance with the upper expected volatility risk limit is independently monitored each month, giving you and your clients confidence that the funds will never take more risk than is permitted.
Risk Managed Funds
Our Risk Managed Funds have an unconstrained ‘whole of market’ investment universe which provides the managers with both the widest possible range of asset classes to select from and the freedom to choose the best way to access each asset class.
This includes investing directly in UK equities and government bonds, combining leading active managers and exchange-traded funds (ETFs) in international equities and corporate bonds. We also use investment trusts to access a wide range of diversifying assets such as property, infrastructure, renewable energy and private debt.
Our investment managers use their extensive expertise while leveraging the wider Brooks Macdonald Centralised Investment Process to select investments that will provide the optimal risk/reward outcome while aiming to exceed their RPI target.
Defensive
Defensive
Objective: to achieve capital growth and income delivering average annual investment returns (total returns, net of fees) of at least RPI +1.0% over the long term (which is defined as a five to seven year investment cycle). Capital invested in the fund is at risk.
Cautious
Cautious
Objective: to achieve capital growth and income delivering average annual investment returns (total returns, net of fees) of at least RPI + 1.5% over the long term (which is defined as a five to seven year investment cycle). Capital invested in the fund is at risk.
Managed Income
Managed Income
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 30-55%
Managed Growth
Managed Growth
Objective: to achieve capital growth and income delivering average annual investment returns (total returns, net of fees) of at least RPI +2.0% over the long term (which is defined as a five to seven year investment cycle). Capital invested in the fund is at risk.
Growth
Growth
Objective: 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.
Progressive
Progressive
The primary objective of this portfolio is to provide capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 75-95%
Risk Managed Passive Funds
Our Passive Fund range benefits from all the expertise that is used to construct the core Risk Managed Fund, however the investment strategy is implemented predominantly through low-cost passive products such as index funds and ETFs. This gives your clients a cost-effective way to access markets through passive investments housed in a globally diversified, whole of market managed solution.
Defensive
Defensive
Objective: to achieve capital growth and income delivering average annual investment returns (total returns, net of fees) of at least RPI +1.0% over the long term (which is defined as a five to seven year investment cycle). Capital invested in the fund is at risk.
Cautious
Cautious
Objective: to achieve capital growth and income delivering average annual investment returns (total returns, net of fees) of at least RPI + 1.5% over the long term (which is defined as a five to seven year investment cycle). Capital invested in the fund is at risk.
Managed Growth
Managed Growth
Objective: to achieve capital growth and income delivering average annual investment returns (total returns, net of fees) of at least RPI +2.0% over the long term (which is defined as a five to seven year investment cycle). Capital invested in the fund is at risk.
Growth
Growth
Objective: 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.
Progressive
Progressive
Objective: to achieve capital growth delivering average annual investment returns (total returns, net of fees) of at least RPI +3.0% over the long term (which is defined as a five to seven year investment cycle). Capital invested in the fund is at risk.
Supporting documents
For full access to the Risk Managed Fund ranges' Assessment of Value Annual Report, Annual Report & Accounts, KIIDs and SIDs, please visit our page on our ACD partner site.
Meet the team
David Appleton
Hector Kilpatrick
Ewan Millar
Your questions answered
What is your investment approach?
What is your investment approach?
We believe markets are inefficient and that we can exploit those inefficiencies to the advantage of our clients. We use active management at all levels of the investment process from asset allocation through to the selection of individual investments.
Our investment approach:
Add Real Value: For most investors, growing their portfolio value in real terms is their most important benchmark. Our goals are to add real value to our clients’ wealth over the long term, targeting returns in excess of Retail Price Index (RPI).Price Index (RPI).
Manage Risk below an Upper Limit – but with freedom to be prudent: Although the upper expected volatility limit of our funds will not be exceeded, we are not constrained by a lower volatility limit that might prevent us from taking appropriate defensive action for investors.
Unconstrained Investing: The Funds do not have a fixed asset allocation framework, which means that we are free to invest in a broad range of asset classes and have the flexibility to adjust these allocations as required.
Active Management: Markets do not move to a timetable. We continually review all of our funds and actively manage the asset allocation to reflect the mix of assets that we believe will add best value to investors.
Experienced Investment Team: Our Risk Managed Funds team is made up of highly qualified managers who are dedicated to protecting and growing your wealth over time in line with your investment objectives.
Our Value for Money Approach: We access investments in a manner that provides our clients with the best value for money. For our range of funds this may be via OEICs, Investment Trusts, direct UK equities, gilts, bonds or ETFs.
How can I access Cornelian funds?
How can I access Cornelian funds?
You can invest in Cornelian Risk Managed Fund Ranges in one of the following three ways:
Investing in the funds via a platform
If you are investing in one of the SVS Cornelian Funds via a platform, you will find relevant ISIN numbers on our KIIDs reports hosted on Evelyn Partners' website.
Investing Directly via the Fund Administrator
The Authorised Corporate Director (ACD) for the funds is Evelyn Partners Fund Solutions Limited
Investment Tel: 0141 222 1150
Transfers Tel: 0141 222 1151
Fund investors
For prospective fund investors who wish to invest using an investment manager, please contact the Brooks Macdonald office in your region.
What are your costs and charges?
What are your costs and charges?
Costs and charges for Cornelian Risk Manages Funds can be accessed via the link below.
Which platforms are Cornelian funds available through?
Which platforms are Cornelian funds available through?
The funds are available on a range of platforms, with no minimum investment.
- 7iM
- Abrdn
- Aegon
- A J Bell
- Allfunds
- AVIVA
- Embark
- Fidelity International
- Fusion Wealth
- Hubwise Platform
- James Hay Partnership
- M&G Wealth
- Novia
- Nucleus
- Praemium
- Quilter
- Standard Life | Elevate
- Transact
- Wealthtime
- Winterflood
- Zurich
Our insights
Where to start
Request a callback
If you have any questions or would like to get in touch, submit a call back request, and our team will contact you as soon as possible.
Get in touch
Call us on 020 7499 6424 or email us at [email protected]
