SVS Cornelian Cautious D Acc (0P0000SO0T.L)
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SVS Cornelian Cautious D Acc
72 Welbeck Street
Management information
,Lead manager since 4 May 2010
Hector joined Brooks Macdonald in 2020 and leads the global, risk managed funds team where he is responsible for the investment performance of these mandates and promoting an unconstrained, active investment philosophy.Prior to this, Hector worked at Cornelian Asset Managers, before its acquisition by Brooks Macdonald, where he was the Chief Investment Officer and was responsible the performance of all their mandates. Hector joined Cornelian from Scottish Value Management where he managed the SVM UK Alpha fund. Previously, he worked at Standard Life Investments and was a key member of the Continental European equities team.Hector has an MBA in Strategic Management from Imperial College Business School and over 25 years' experience in financial services.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyBrooks Macdonald Asset Management Ltd
Net assets156.38M
YTD return1.84%
Yield2.38%
Morningstar rating★★★★
Inception date8 Apr 2005
Fund operations
Last dividend0.06
Last cap gainN/A
Holdings turnover56.39%
Average for categoryN/A
Fees and expenses
Expense0P0000SO0T.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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