7IM UK Equity Value C Inc

Fund

Fund Info

  • Yield History4.89%
  • 3 Year sharpe0.82
  • 3 Year alpha-0.31
  • Distribution Typeincome
  • BenchmarkMSCI United Kingdom NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.35%
  • SectorUK All Companies
  • Manager Group7IM
  • DomicileUnited Kingdom
  • ISINGB00BWBSHV64

Investment Strategy

The objective of the 7IM UK Equity Value Fund is to achieve long-term capital growth through investing in a portfolio of equities listed in the United Kingdom. The Sub-fund will invest in the securities of companies, which in the ACD’s opinion, are profitable and, or growing companies and which are considered, by the ACD, to trade at a discount to their intrinsic value. In order to identify such companies the ACD will primarily use publicly available data from company balance-sheets, cash-flow statements and profit and loss statements.