7IM Moderately Cautious C Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.13%
  • 3 Year sharpe0.10
  • 3 Year alpha-3.31
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 0-35% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.38%
  • IA SectorMixed Investment 0-35% Shares
  • Manager Group7IM
  • DomicileUnited Kingdom
  • ISINGB0033953273

Investment Strategy

The fund aims to provide a return by way of income with some capital growth. The fund’s performance may be compared to the IA Mixed Investment 0-35% 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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