7IM Sustainable Balance Fund C AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.3 | 5.5 | -11.7 | 4.9 | 4.1 | |
+/-Cat | 4.2 | -2.5 | -1.3 | -2.6 | -0.9 | |
+/-B’mrk | 3.0 | -2.4 | -2.5 | -4.3 | -2.2 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 14/08/2024 | GBX 192.00 | |
Day Change | 0.59% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | GB00B1LBFZ86 | |
Fund Size (Mil) 31/07/2024 | GBP 134.42 | |
Share Class Size (Mil) 14/08/2024 | GBP 85.73 | |
Max Initial Charge | - | |
Ongoing Charge 07/02/2024 | 1.36% |
Investment Objective: 7IM Sustainable Balance Fund C Acc |
The Fund aims to provide a balance of income and capital growth. The Sub-Fund invests at least 80% of its assets in a range of shares and corporate bonds, supranational and government bonds and other funds managed by selected fund managers. Up to 20% of the Sub-Fund will be invested in liquid assets such as cash, deposits, money market funds and money market instruments, as well as warrants. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Terrence Moll 28/08/2018 | ||
Martyn Surguy 08/10/2018 | ||
Click here to see others | ||
Inception Date 02/02/2007 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Investment 20-60%Shares | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for 7IM Sustainable Balance Fund C Acc | 30/06/2024 |
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