7IM Moderately Cautious C Acc

Fund

Fund Info

  • Yield History1.68%
  • 3 Year sharpe0.46
  • 3 Year alpha-0.1
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 0-35% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.32%
  • SectorMixed Investment 0-35% Shares
  • Manager Group7IM
  • DomicileUnited Kingdom
  • ISINGB0033953497

Investment Strategy

The fund aims to provide a return consisting mainly of income but with some capital appreciation. There is no guarantee that a positive return will be delivered. The fund invests in collective investment schemes and derivatives, which give exposure to a wide range of asset classes, and government and corporate debt securities. Essential features of the fund: The fund has the discretion to invest in a range of investments as described above. The fund's performance is measured against the IMA Mixed Investment N/A35% Shares Sector (Net Tax). The fund has no specific target market, asset class or geographic sector. You can buy and sell shares in the fund on each business day. Income from the fund will be added to the value of your investment. Derivatives are used for investment purposes and to manage the risk profile of the fund. Recommendation: This fund may not be appropriate for investors who plan to withdraw their money within 5 years.

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