7IM Moderately Adventurous Fund S IncRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 9.0 | 8.8 | -5.5 | 4.3 | 3.7 | |
+/-Cat | 3.7 | -2.3 | 4.6 | -4.0 | -0.5 | |
+/-B’mrk | 4.4 | -3.4 | 1.8 | -6.3 | -1.4 | |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 25/04/2024 | GBX 150.85 | |
Day Change | 0.03% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB00BJBPWN32 | |
Fund Size (Mil) 31/03/2024 | GBP 361.64 | |
Share Class Size (Mil) 24/04/2024 | GBP 0.96 | |
Max Initial Charge | - | |
Ongoing Charge 30/01/2024 | 1.10% |
Investment Objective: 7IM Moderately Adventurous Fund S Inc |
The Fund aims to provide a return primarily by way of capital growth, with some income. 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 26/02/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Invest 40 - 85% Shares | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for 7IM Moderately Adventurous Fund S Inc | 31/03/2024 |
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