7IM Investment Funds ICVC - 7IM Absolute Return Portfolio B AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 2.0 | -13.7 | 44.3 | 4.3 | 2.5 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 19/04/2024 | GBX 140.08 | |
Day Change | 0.00% | |
Morningstar Category™ | Other | |
IA (formerly IMA) Sector | - | |
ISIN | GB00BF7MD936 | |
Fund Size (Mil) 31/03/2024 | GBP 3.46 | |
Share Class Size (Mil) 19/04/2024 | GBP 0.05 | |
Max Initial Charge | - | |
Ongoing Charge 30/11/2023 | - |
Investment Objective: 7IM Investment Funds ICVC - 7IM Absolute Return Portfolio B Acc |
The investment objective of the Portfolio is to provide a positive capital return over a 12 month period, regardless of market conditions, with a low level of realised volatility. Capital is in fact at risk and there is no guarantee that a positive return will be achieved over a 12 month, or any, period. In order to achieve absolute returns, assets held are likely to include eligible collective investment schemes for UCITS funds which have total return objectives, strategic bond funds, qualifying structured products and 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 14/11/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
3 M LIBOR+2% | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for 7IM Investment Funds ICVC - 7IM Absolute Return Portfolio B Acc | 31/03/2024 |
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