We are currently experiencing technical issues. We appreciate your patience as we investigate.

7IM Sustainable Balance Fund S Acc

Register to Unlock Ratings
Growth Of 1000 (GBP) 30/11/2021
Fund:  7IM Sustainable Balance Fund S Acc
Category:  GBP Allocation 40-60% Equity
Category Index:  Morningstar UK Mod Tgt Alloc NR GBP
Growth of 1,000 GBP
Annual Returns (GBP)30/11/2021
 20152016201720182019202030/11
Price Return3.8710.116.37-3.0113.118.564.36
+/- Category2.31-0.47-1.082.480.694.48-2.30
+/- Category Index1.78-4.36-0.91-0.260.243.27-2.73
% Rank in Category1350679381485
Trailing Returns (GBP)06/12/2021
   Total Returns   +/- Category   +/- Category Index
1 Day-0.18   -0.35-0.64
1 Week0.05   0.06-0.27
1 Month-1.90   -0.70-1.18
3 Months-1.69   -0.83-2.32
6 Months2.83   0.28-1.64
YTD4.71   -2.06-3.07
1 Year5.94   -2.06-2.46
3 Years Annualised8.09   1.21-0.08
5 Years Annualised6.34   0.95-0.20
10 Years Annualised-   --
 
Quarterly Returns (GBP)30/11/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
20210.063.231.20-
2020-8.2310.611.365.52
20195.163.882.710.81
2018-2.744.061.63-5.70
20172.541.470.341.88
2016-0.122.755.881.33
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 1730 Sep 1830 Sep 1930 Sep 2030 Sep 21
5.794.805.813.7110.31
 
 
 
Advertisement
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)