7IM Select Balanced Fund S GBP IncRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.2 | 5.9 | -4.6 | 4.7 | 0.0 | |
+/-Cat | 3.1 | -2.1 | 5.9 | -2.9 | -0.5 | |
+/-B’mrk | 1.9 | -2.1 | 4.7 | -4.6 | -1.2 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 27/03/2024 | GBP 1.13 | |
Day Change | 0.20% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | - | |
ISIN | GB00BJ0C8C65 | |
Fund Size (Mil) 29/02/2024 | GBP 243.55 | |
Share Class Size (Mil) 27/03/2024 | GBP 2.68 | |
Max Initial Charge | - | |
Ongoing Charge 31/05/2023 | 0.92% |
Investment Objective: 7IM Select Balanced Fund S GBP Inc |
7IM Select Balanced Fund aims to provide a balance of income and capital growth over the medium to longer term (5 years or more). 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), other transferable securities such as government and corporate bonds, warrants and structured products and also money market funds and money market instruments used for liquidity management as cover for investment in futures contracts. Up to 20% of the Sub-Fund will be invested in assets such as cash, and deposits, and may also include the use of money market funds and money market instruments, for more general liquidity purposes. This is additional to the holding of such assets as cover for futures contracts as noted above. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Terrence Moll 12/07/2019 | ||
Martyn Surguy 12/07/2019 | ||
Click here to see others | ||
Inception Date 12/07/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ARC Balanced Asset PCI TR GBP | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for 7IM Select Balanced Fund S GBP Inc | 29/02/2024 |
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