7IM AAP Moderately Cautious C Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.63%
  • 3 Year sharpe0.34
  • 3 Year alpha-2.53
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 0-35% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.69%
  • IA SectorMixed Investment 0-35% Shares
  • Manager Group7IM
  • DomicileUnited Kingdom
  • ISINGB00B2PB2051

Investment Strategy

7IM AAP (Moderately Cautious Fund aims to provide a return by way of income with some 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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