SVS Cornelian Risk Managed Funds

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.