Senior Investment Director
David Appleton
Edinburgh
SVS Cornelian Risk Managed Funds
Our actively managed, globally diversified multi-asset funds have clear inflation linked performance objectives and risk parameters with the flexibility to adjust allocations to weather all market conditions.
We offer two fund ranges:
Risk Managed Funds (RMF), which invests predominantly in actively managed collectives as well as direct UK equities and gilts.
Risk Managed Passive (RMP), which invests predominantly in passive vehicles.
Freedom and flexibility
Our Cornelian 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 fund ranges, RMF and RMP, across five risk levels - 11 funds in total - RMP is a lower cost version of the core RMF fund range. 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 clients' wealth.
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 monitor our funds and actively manage the asset allocation to reflect the optimal mix of assets we believe will deliver the best outcomes for your clients, and let you concentrate on managing their overall finances.
Dynamic risk-management
As we’re not constrained by a lower volatility limit, we can take appropriate defensive action when needed.
Excellent customer service
Outcome-focused
The simple and transparent Retail Price Index+ (RPI+) investment objectives enable you to clearly align our funds with your clients’ financial goals.
Discover how we partner with you to aim for positive outcomes for your clients
Understanding risk levels
Investment strategies and 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, accessing leading third party fund managers' funds (usually OEICS) 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 Proposition (CIP) to select investments that will provide the optimal risk/reward outcome while aiming to exceed their Retail Price Index (RPI) target.
Risk Managed Funds Annual Management Charge (AMC)
0.50%
'D' share class
The AMC figure quoted above is the headline rate, please get in touch with your Brooks Macdonald Business Development Manager for information on partner rates.
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.
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.
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.
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.
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.
Quarterly reports
This series of six Cornelian quarterly reports provide a comprehensive overview of the market landscape, including performance insights and trading activity.
Cornelian range
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Meet our experienced team
Factsheets
You'll find all our factsheets here.
Documents
You'll find our detailed guides, application forms and reports here.
Your questions answered
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.
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.
Costs and charges for Cornelian Risk Manages Funds can be accessed here.
The funds are available on a range of platforms, with no minimum investment.
- 7iM
- Abrdn
- Aegon
- A J Bell
- Allfunds
- AVIV
- 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
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Contact us
Call us on: 020 7499 6424
or email us at: [email protected]