Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

SVS Cornelian Managed Income D Acc

Ranked 240 out of 395 in - Balanced 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 Fund aims to achieve income and capital growth by investing directly and indirectly in a selected range of investments in the UK and around the world, which may include shares, bonds issued by companies, governments and other organisations and other investment funds. The fund may also make other investments, including: close-ended funds, cash, deposits and money markets instruments.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.4%
2018 -6.9% -4.3% 3.3% 0.4% -6.2%
2017 9.5% 3.0% 2.1% 0.7% 3.4%
2016 10.3% 1.0% 0.9% 7.0% 1.1%
2015 -2.4% -2.3% 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/03/2015
  • Share Class size20Mn
  • Base currencyGBP
  • ISIN GB00BVL87L96

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

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