7IM AAP Balanced C Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.37%
  • 3 Year sharpe0.05
  • 3 Year alpha-2.5
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.66%
  • IA SectorMixed Investment 20-60% Shares
  • Manager Group7IM
  • DomicileUnited Kingdom
  • ISINGB00B2PB3794

Investment Strategy

7IM AAP (Asset Allocated Passives) Balanced Fund aims to provide a balance of income and capital growth. In relation to “AAP” (Asset Allocated Passives), see the investment strategy section below. The Sub-Fund invests at least 80% of its assets in fixed interest and equity instruments that, for the most part, use passive strategies (that is, strategies designed to track the performance of particular indices, market sectors or asset classes). The Sub-Fund will also invest in other asset classes such as property, commodities and private equity indirectly through holdings in equities including investment trusts, exchange traded funds or other funds. The asset allocation for the entire portfolio will be actively managed. The other 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.

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