7IM AAP Moderately Adventurous C Inc
7IM AAP Moderately Adventurous C Inc
ISIN:
GB00B2PB2K59
Risk level:
FE fundinfo Rating:
2 of 5
IA Sector:
IA Mixed Investment 40-85% Shares
Income type:
Income
Price:
190.6100GBX
07 February 2025
Last change:
icon-up-small 0.76%
1 year change:
icon-up-small 11.68%
5 year annualised return:
4.83%
12 month yield:
1.70%
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 AAP Moderately Adventurous C Inc
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IA Mixed Investment 40-85% Shares
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IA Mixed Investment 40-85% Shares
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: The fund aims to provide capital growth with some income.
Manager name:
7IM Investment Funds
Manager start date:
28 March 2008
Investment style:
Aggressive
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 40-85% Shares
Sector:
IA Mixed Investment 40-85% Shares
FE fundinfo Rating:
2 of 5
Fees and Charges
*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.
Account charges are not included
Asset Allocation
Fund size: 566,720,417.48 GBX
Chart date: February 7, 2025
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.