7IM Adventurous Fund C AccRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.6 | 10.3 | -6.3 | 3.3 | 0.7 | |
+/-Cat | 1.7 | -3.2 | 3.5 | -6.1 | -1.7 | |
+/-B’mrk | 2.6 | -6.0 | -0.4 | -9.1 | -2.7 | |
Category: GBP Allocation 80%+ Equity | ||||||
Category Benchmark: Morningstar UK Adv Tgt Allo... |
Key Stats | ||
NAV 27/03/2024 | GBX 330.39 | |
Day Change | 0.22% | |
Morningstar Category™ | GBP Allocation 80%+ Equity | |
IA (formerly IMA) Sector | Flexible Investment | |
ISIN | GB0033958009 | |
Fund Size (Mil) 29/02/2024 | GBP 129.06 | |
Share Class Size (Mil) 27/03/2024 | GBP 70.65 | |
Max Initial Charge | - | |
Ongoing Charge 30/01/2024 | 1.44% |
Investment Objective: 7IM Adventurous Fund C 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 12/01/2004 |
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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 C Acc | 29/02/2024 |
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