7IM AAP Balanced (Dublin) C Acc

Ranked 307 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Peter Sleep

Objective

The aim of the Fund is to provide a balance of income and capital appreciation. There may be some risk to capital.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019
  • Rank 307/395 Total Return
  • Rank 152/395 Standard Deviation
  • Rank 188/395 Max Drawdown
Fund Name Currency Risk
150 7IM AAP Balanced C Acc GBP

6.5

151 Standard Life Inv Myfolio Managed Inc III Rtl Acc GBP

6.5

152 7IM AAP Balanced (Dublin) C Acc GBP

6.6

152 Barclays MultiManager Portfolio 2 AD GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

6.6

154 IFSL Tilney Bestinvest Income Ret Acc GBP

6.6

154 BMO MM Navigator Distribution A Acc GBP

6.6

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -6.1% -2.5% 2.0% 0.6% -6.2%
2017 0.2% 1.4% 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/01/2017
  • Share Class size256Mn
  • Base currencyGBP
  • ISIN IE00BYZVY363

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment1

Charges

  • Annual management0.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).