7IM AAP Balanced C Inc

Fund

Fund Info

  • Yield History1.54%
  • 3 Year sharpe0.80
  • 3 Year alpha-0.54
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.62%
  • SectorMixed Investment 20-60% Shares
  • Manager Group7IM
  • DomicileUnited Kingdom
  • ISINGB00B2PB2V64

Investment Strategy

7IM AAP (Asset Allocated Passives) Balanced Fund aims, by applying active asset allocation techniques to predominantly passive strategies, to provide a balance of income and capital appreciation. There may be some risk to capital.

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