7IM Balanced C Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.14%
  • 3 Year sharpe-0.31
  • 3 Year alpha-3.94
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.34%
  • IA SectorMixed Investment 20-60% Shares
  • Manager Group7IM
  • DomicileUnited Kingdom
  • ISINGB0033959742

Investment Strategy

The fund aims to provide a balance of income and capital growth. The fund’s performance may be compared to the IA Mixed Investment 20-60% Shares which has been chosen because it is representative of the fund’s agreed risk profile and the type of assets in which it invests. It is therefore an appropriate comparator for the fund’s performance.

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