7IM Moderately Adventurous C Acc

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Fund Info

  • Yield History0.83%
  • 3 Year sharpe0.41
  • 3 Year alpha-2.34
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Invest 40 - 85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.44%
  • SectorMixed Investment 40-85% Shares
  • Manager Group7IM
  • DomicileUnited Kingdom
  • ISINGB0033956516

Investment Strategy

7IM Moderately Adventurous Fund aims to provide a total return primarily by way of growth in capital. There is a risk of fluctuations in capital values. The Sub-fund invests predominantly in a range of collective investment vehicles and securities managed by selected fund managers. While assets with scope for capital growth in real terms are likely to represent a significant part of the portfolio, the portfolio may also include other assets held primarily for income generation. The Sub-fund may use different asset classes, with a substantial proportion in equities. Investment may also be made in warrants, deposits, cash and near cash, money market instruments, other transferable securities, derivatives and forward transactions and other investments to the extent that each is permitted in the stated investment and borrowing powers of the company. There is no guarantee that a positive return will be delivered There is no guarantee that a positive return will be delivered

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