7IM Balanced Fund C AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 8.8 | 6.1 | -7.3 | 4.9 | 4.0 |
![]() | +/-Cat | 4.7 | -2.0 | 3.1 | -2.6 | -1.0 |
![]() | +/-B’mrk | 3.5 | -1.9 | 1.9 | -4.4 | -2.3 |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 14/08/2024 | GBX 267.00 | |
Day Change | 0.21% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | GB0033959742 | |
Fund Size (Mil) 31/07/2024 | GBP 506.57 | |
Share Class Size (Mil) 14/08/2024 | GBP 349.78 | |
Max Initial Charge | - | |
Ongoing Charge 07/02/2024 | 1.28% |
Investment Objective: 7IM Balanced 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 other funds managed both by the Manager and by selected third party managers, including open-ended and closed–ended funds and exchange traded funds (ETFs), and other transferable securities including fixed income, equities, warrants and structured products. |
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 12/12/2003 |
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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 Balanced Fund C Acc | 31/07/2024 |
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