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7IM Dynamic Planner Portfolio 6 C GBP Acc

Ranked 45 out of 401 in - Balanced GBP over 3 months
All calculations are in GBP unless stated

Objective

The aim of the Sub-fund is to achieve long term capital growth and income generation and to keep the Sub-fund within the pre-determined risk band. The Sub-fund will seek to achieve its objective through direct or indirect exposure to a range of asset classes, which may include government and corporate bonds, cash, near cash, equities, index linked gilts, collective investment schemes, certificates of deposit and derivatives. The Sub-fund will have a bias towards indirect investments. The Sub-fund will seek to achieve its objective through direct or indirect exposure to a range of asset classes which may include government and corporate bonds cash near cash equities index linked gilts collective investment schemes certificates of deposit and derivatives. The Sub-fund will have a bias towards indirect investments.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/10/2017
  • Share Class size01Mn
  • Base currencyGBX
  • ISIN GB00BF6T8M35

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.25%

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