7IM Personal Injury C Acc (Accumulation)

Price as at 01 June 2020
151.35 GBX
Last change
icon-up-small 0.13%
1 year change
icon-up-small 3.42%
5 year annualised return
12 month yield
Morningstar rating
3 of 5
Risk level

Risk considerations

The value of your investment and any income from it can go down as well as up and you may get back less than you invested. Past performance is no guarantee of future performance.

Discrete calendar year performance

Discrete calendar year performance
Investment 31/03/14 to 31/03/15 31/03/15 to 31/03/16 31/03/16 to 31/03/17 31/03/17 to 31/03/18 31/03/18 to 31/03/19
7IM Personal... 8.75% -2.75% 7.63% -0.41% 2.37%
GBP Moderately... 0.93% 8.70% 4.87% -3.88% 9.08%
N/A 1.50% 16.57% 4.50% -0.78% 10.11%
Trailing returns
Trailing returns
Investment 3 months 6 months 1 year 3 years * 5 years *
7IM Personal... 0.27% 0.60% 3.42% 1.98% 2.15%
GBP Moderately... -5.36% -3.64% -1.28% 0.73% 2.11%
N/A -1.03% 0.27% 5.69% 4.10% 5.79%
Fees and Charges
Fees and Charges
Initial charge: 0.00%
Ongoing Charge Figure (OCF): 0.69%
Performance Fee: N/A
Typical transaction cost: 0.5% of your investment (you'll be provided with the exact cost before investing in a fund)
*Online dealing commission: £5.00
Asset Allocation
Fund Objective

7IM Personal Injury Fund aims to provide a long-term total return (over at least 5 years) from investment in a range of asset classes. The Sub-Fund has been designed to be potentially suitable for investment by or on behalf of individuals who have been granted personal injury awards but is not restricted to such persons. The Sub-Fund invests at least 80% of its assets in a range of collective investment vehicles and securities, which will give an exposure to a range of asset classes, including (but not limited to) UK and overseas equities, government and corporate bonds and an indirect exposure to asset classes (including but not limited to) hedge funds, currency and property. Up to 20% of the Sub-Fund will usually be invested in liquid assets such as cash, deposits, money market funds and money market instruments, as well as warrants.

IA Sector: Mixed Investment 0-35% Shares
Manager name: Not Disclosed
Manager start date: 05 October 2009
Morningstar® Category: GBP Moderately Cautious Allocation
Morningstar Sector: N/A
Region (geographical): GBR
Manager Biography:


Top 10 Holdings
Top 10 Holdings
Security Weight
iShares Overseas Corp Bd Idx (UK) L Acc 17.72%
HSBC Global Government Bond IndexS2QH 13.47%
UBS Sterling Corporate Bd Indexed J Inc 8.80%
FUT MAR 20 FTSE 100 5.41%
FTSE 100 Index Future Mar 20 5.41%
Fut Jun 20 Cbt Ul T-Bonds 5.26%
iShares Glb InfLkdBdIdx $H(IE)Instl Acc$ 5.24%
ML Angel Oak Mltstrgy Inc USD Inst Y Acc 3.81%
United States Treasury Bonds 1.02% 3.72%
Robeco QI Dynamic High Yield IH $ 3.05%
Sector Weight
Financial Services 17.49%
Consumer Defensive 13.84%
Healthcare 12.03%
Energy 9.88%
Technology 8.86%
Industrials 8.72%
Communication Services 8.64%
Consumer Cyclical 7.83%
Basic Materials 7.14%
Utilities 3.80%
World regions
World regions
Country Weight
GBR 159.83%
CAN 4.03%
USA 3.07%
RUS 0.41%
POL 0.36%
AUS 0.05%
KOR 0.02%
CHL 0.02%
JPN 0.02%
ARE 0.01%
Investment style
Unit type
Morningstar analyst rating™
Morningstar sustainability rating™
Yes Share dealing

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