7IM Adventurous C Acc

Ranked 246 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

This fund aims to provide capital growth. There is a risk of wide fluctuations in capital values. The fund invests predominantly in a range of collective investment vehicles and securities managed by selected fund managers. Assets with scope for capital growth in real terms are likely to represent a major part of the portfolio. The fund may use different asset classes, with the composition primarily in equities.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019
  • Rank 246/262 Total Return
  • Rank 229/262 Standard Deviation
  • Rank 248/262 Max Drawdown
Fund Name Currency Loss
246 S&W Forest Acc GBP

-12.0%

247 City Financial Adventurous GBP Acc GBP

-12.3%

248 7IM Adventurous C Acc GBP

-12.3%

249 VT Grosvenor Adventurous A Acc GBP

-12.4%

249 SVS TPI Aggressive 1 A Inc GBP

-12.4%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.9%
2018 -10.6% -3.2% 3.4% 0.9% -11.5%
2017 12.0% 4.4% 1.6% 1.6% 3.8%
2016 12.8% -2.2% 1.6% 10.2% 3.0%
2015 3.0% 9.2% -1.0% -10.7% 6.6%
2014 8.3% 0.7% 2.6% 2.2% 2.6%
2013 21.5% 9.9% 0.5% 5.5% 4.3%
2012 11.0% 8.7% -6.0% 4.6% 3.8%
2011 -10.1% 0.2% -0.3% -13.3% 3.9%
2010 13.5% 7.3% -10.3% 8.2% 8.9%
2009 24.8% -6.7% 9.4% 18.3% 3.4%
2008 -24.4% -7.9% -0.8% -7.8% -10.2%
2007 3.7% 3.0% 3.4% -1.9% -0.7%
2006 8.1% 7.2% -6.8% 2.8% 5.3%
2005 24.4% 2.1% 4.6% 10.1% 5.8%
2004 6.1% -1.3% 0.4% 0.0% 7.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Polar Capital UK Value Opportunities S GBP Acc 6.00%
RWC Global Emerging Markets B GBP 5.85%
Majedie UK Focus X Acc 5.76%
Man GLG Japan CoreAlpha Professional Acc C GBP 5.32%
Artemis UK Select I Acc 5.16%
Hermes Asia ex-Japan Equity F GBP Acc 4.98%
Magna New Frontiers G USD 4.46%
Barings Emerging Markets Local Debt A USD Acc 4.18%
LF Miton European Opportunities F Acc 3.04%
Mirae Asset Asia Great Consumer Equity I USD 2.77%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/12/2003
  • Share Class size120Mn
  • Base currencyGBX
  • ISIN GB0033958009

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000

Charges

  • Annual management0.90%
  • Initial investment0.00%

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