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SVS Cornelian Defensive B Acc

Ranked 99 out of 129 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

Hector Kilpatrick

Hector Kilpatrick holds an MSc in Aquatic Resource Management and an MBA in Strategic Management. He joined SVM in 2005 where he was responsible for researching basic industrials, European pharmaceuticals and UK support services and managed the SVM UK Alpha Fund. Prior to this, Hector was a senior member of the European equities team at Standard Life Investments. He joined Cornelian Asset Managers in June 2010 where he runs the CF Cornelian Cautious, Growth and British Opportunities funds. He is an Associate of the Society of Investment Professionals.

Objective

The objective of the CF Cornelian Defensive Fund is to achieve long term capital growth and income by creating a well diversified portfolio investing in the broad range of underlying assets that have relatively low volatility. The majority of these assets will be invested in fixed income funds and cash and 'near cash' instruments. To enable the creation of a diversified portfolio the fund may also invest in equities, bonds, government securities and other collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.1%
2018 -4.5% -2.5% 1.5% -0.3% -3.3%
2017 4.3% 1.5% 1.0% 0.3% 1.5%
2016 5.9% -0.1% 1.5% 4.1% 0.3%
2015 0.1% 1.5% -1.5% -0.5% 0.6%
2014 6.6% 0.5% 1.9% 0.2% 3.9%
2013 6.3% 4.7% -1.3% 1.1% 1.7%
2012 10.1% 4.4% -0.5% 3.5% 2.5%
2011 0.4% 0.5% 1.2% -3.7% 2.6%
2010 6.4% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date04/05/2010
  • Share Class size56Mn
  • Base currencyGBX
  • ISIN GB00B5MV2N21

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment4.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).