7IM Cautious C Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.41%
  • 3 Year sharpe0.54
  • 3 Year alpha-0.92
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 0-35% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.92%
  • IA SectorMixed Investment 0-35% Shares
  • Manager Group7IM
  • DomicileUnited Kingdom
  • ISINGB00BVYPGT82

Investment Strategy

7IM Cautious Fund aims to provide a return by way of income with some capital growth. The Sub-Fund invests at least 80% of its assets in a range of collective investment vehicles and securities, which give exposure to fixed interest and equity instruments. These, 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 invest in asset classes such as property, commodities, and private equity, indirectly through holdings in equities including investment trusts and exchange traded 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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