Video Investment Commentary from Cornelian – June 2021


Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

01 July 2021


In this latest video commentary, David Appleton, Investment Director at Cornelian, discusses how the Cornelian Risk Managed Funds are positioned in relation to recent inflation concerns.

"The threat of inflation has returned to spook investors, with many commentators questioning whether traditional balanced portfolios of equities and bonds can withstand a period of sharply rising prices and higher interest rates. The investment objectives of the Cornelian Risk Managed Fund Range are explicitly linked to growing investors' capital ahead of UK Retail Price Index (RPI) over the investment cycle, so thinking carefully about how different assets will perform in a variety of economic environments has always been central to our investment approach."

The Johnston Carmichael Wealth team is here to support you. If you have any questions about your investments or other financial matters, please do not hesitate to contact me, Craig Hendry, or your usual Johnston Carmichael Wealth Financial Planner.

 

Disclaimer: Johnston Carmichael Wealth Limited is authorised and regulated by the Financial Conduct Authority.

This communication is intended to provide a general review of certain topics and its purpose is to inform but not to recommend or support any specific investment or course of action.
Figures refer to the past and past performance is not a reliable indicator of future results. The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested.

The views and opinions expressed in the video are those of Cornelian and should not be considered to be a recommendation or solicitation to buy or sell any investments or funds mentioned.


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