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Cornelian Asset Managers – CF Cornelian Balanced Fund

Cornelian Asset Managers

CF Cornelian Balanced Fund

Type: Oeic

Aim: Growth and income by investing in UK equities, UK fixed-interest securities and investment funds

Minimum investment: Lump sum 5,000, monthly 50

Investment split: 42% UK equities, 33% UK fixed interest, 7% property, 3% absolute return funds, 3% private equity funds, 3% Europe ex UK, 3% Far East/emerging markets, 2% US, 2% Japan, 2% cash

Isa link: Yes

Pep transfers: Yes

Charges: Initial 4%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 0131 220 1808

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