7IM Moderately Adventurous Fund X AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 9.1 | -5.1 | 4.7 | 3.3 | |
+/-Cat | - | -2.1 | 5.0 | -3.7 | -0.2 | |
+/-B’mrk | - | -3.2 | 2.2 | -6.0 | -0.5 | |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 20/05/2024 | GBP 2.84 | |
Day Change | -0.29% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB00BMHZQ363 | |
Fund Size (Mil) 30/04/2024 | GBP 360.44 | |
Share Class Size (Mil) 20/05/2024 | GBP 2.99 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 07/02/2024 | 0.70% |
Investment Objective: 7IM Moderately Adventurous Fund X Acc |
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 23/11/2020 |
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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 X Acc | 31/03/2024 |
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