7IM Sustainable Balance Fund S IncRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.7 | 5.7 | -11.5 | 5.2 | 2.3 | |
+/-Cat | 4.6 | -2.4 | -1.0 | -2.4 | -0.6 | |
+/-B’mrk | 3.4 | -2.3 | -2.2 | -4.1 | -1.3 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 25/04/2024 | GBX 125.92 | |
Day Change | -0.56% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | GB00BJBPWS86 | |
Fund Size (Mil) 31/03/2024 | GBP 146.11 | |
Share Class Size (Mil) 24/04/2024 | GBP 0.85 | |
Max Initial Charge | - | |
Ongoing Charge 30/01/2024 | 1.11% |
Investment Objective: 7IM Sustainable Balance Fund S Inc |
The Fund aims to provide a balance of income and capital growth. The Sub-Fund invests at least 80% of its assets in a range of shares and corporate bonds, supranational and government bonds and other funds managed by selected fund managers. Up to 20% of the Sub-Fund will be invested in liquid assets such as cash, deposits, money market funds and money market instruments, as well as warrants. |
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 Investment 20-60%Shares | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for 7IM Sustainable Balance Fund S Inc | 31/03/2024 |
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