7IM Adventurous Fund X AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | 3.5 | |
+/-Cat | - | - | - | - | -1.3 | |
+/-B’mrk | - | - | - | - | -2.0 | |
Category: GBP Allocation 80%+ Equity | ||||||
Category Benchmark: Morningstar UK Adv Tgt Allo... |
Key Stats | ||
NAV 08/05/2024 | GBP 1.80 | |
Day Change | 1.19% | |
Morningstar Category™ | GBP Allocation 80%+ Equity | |
IA (formerly IMA) Sector | Flexible Investment | |
ISIN | GB00BMV2BB68 | |
Fund Size (Mil) 30/04/2024 | GBP 136.87 | |
Share Class Size (Mil) 08/05/2024 | GBP 1.40 | |
Max Initial Charge | - | |
Ongoing Charge 25/08/2023 | 0.82% |
Investment Objective: 7IM Adventurous Fund X Acc |
The Fund aims to provide 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 21/07/2023 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Flexible Investments | Morningstar UK Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for 7IM Adventurous Fund X Acc | 31/03/2024 |
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