7IM Real Return C Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.09%
  • 3 Year sharpe0.26
  • 3 Year alpha-3.55
  • Distribution Typeaccumulation
  • BenchmarkUK CPI + 2%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.99%
  • IA SectorTargeted Absolute Return
  • Manager Group7IM
  • DomicileUnited Kingdom
  • ISINGB00B75MS619

Investment Strategy

The investment objective of the Sub-Fund is to seek growth in real terms over the medium to longer term. The Sub-Fund will aim to provide a total return, net of fees, that exceeds UK inflation (as measured by Consumer Prices Index-All Items) by 2% on average over a rolling three-year horizon. Capital invested in the Sub-Fund is at risk and there is no guarantee that a positive return will be delivered over any one or a number of rolling three year periods. There may be a moderate risk to capital. The Sub-Fund will have a flexible investment policy, allowing investment in transferable securities, money market instruments, units in collective investment schemes, deposits, cash, near cash, and derivative instruments including forward transactions in accordance with the FCA Rules.

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