7IM Balanced C Inc
7IM Balanced C Inc
ISIN:
GB0033959296
Risk level:
FE fundinfo Rating:
2 of 5
IA Sector:
IA Mixed Investment 20-60% Shares
Income type:
Income
Price:
206.6800GBX
06 December 2024
Last change:
icon-down-small -0.10%
1 year change:
icon-up-small 11.17%
5 year annualised return:
4.15%
12 month yield:
1.80%
At a glance performance and information
Eligibility:
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice
Add to chart:
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7IM Balanced C Inc
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IA Mixed Investment 20-60% Shares
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IA Mixed Investment 20-60% Shares
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: The fund aims to provide a balance of income and capital growth.
Manager name:
7IM Investment Funds
Manager start date:
12 December 2003
Investment style:
Balanced
Region (geographical):
Global
Manager Biography:
Led by Martyn Surguy, the Chief Investment Officer, the 18 strong 7IM Investment Team have a wealth of investment knowledge and a range of experience.
Benchmark:
IA Mixed Investment 20-60% Shares
Sector:
IA Mixed Investment 20-60% Shares
FE fundinfo Rating:
2 of 5
Fees and Charges
Asset Allocation
Fund size: 478,937,950.18 GBX
Chart date: December 6, 2024
Top 10 Holdings
Sectors
World regions
What is ESG?
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.