7IM Balanced C Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.37%
  • 3 Year sharpe0.30
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.41%
  • IA SectorMixed Investment 20-60% Shares
  • Manager Group7IM
  • DomicileUnited Kingdom
  • ISINGB0033959742

Investment Strategy

7IM Balanced Fund aims to provide a balance of income and capital growth. 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), and other transferable securities including fixed income, equities and structured products. Up to 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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