Strategy performance
Cumulative returns from 1 November 2019 to 31 July 2026.
Source: Kernow Asset Management. Monthly cumulative return series to 31 July 2026.
The value of investments and any income from them can fall as well as rise, and investors may not get back the amount invested.
The historic performance combines two managed accounts, one from 1 November 2019 to 30 October 2020 and the second from 1 November 2020 to 7 April 2022. From 8 April 2022, audited performance is reported from the YFS Kernow Equity Navigator Fund. All returns are shown net of fees.
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YFS Kernow Equity Navigator Fund
Our UK OEIC offers access to the strategy through a pooled fund. The fund is permitted for retail investment, including ISAs and SIPPs.
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Kernow also offers bespoke solutions to sophisticated clients, subject to mandate requirements and eligibility.
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