7IM Moderately Adventurous C Acc

Ranked 242 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

This fund aims to provide a total return primarily by way of growth in capital. There is a risk of fluctuations in capital values. The fund invests predominantly in a range of collective investment vehicles and securities managed by selected fund managers. While assets with scope for capital growth in real terms are likely to represent a significant part of the portfolio, the portfolio may also include other assets held primarily for income generation. The fund may use different asset classes, with a substantial proportion in equities.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.0%
2018 -9.4% -2.9% 2.6% 0.8% -9.8%
2017 9.5% 3.9% 0.9% 1.2% 3.3%
2016 12.4% -1.8% 1.9% 8.8% 3.3%
2015 1.8% 8.1% -1.2% -10.2% 6.0%
2014 6.7% 0.1% 2.3% 1.5% 2.7%
2013 17.7% 8.6% -0.2% 4.5% 4.0%
2012 10.6% 6.9% -4.7% 4.7% 3.7%
2011 -8.4% 0.0% 0.0% -11.5% 3.6%
2010 12.6% 6.5% -7.7% 7.2% 6.8%
2009 19.8% -5.3% 6.5% 15.4% 2.9%
2008 -16.6% -5.9% -0.6% -5.7% -5.5%
2007 4.3% 2.7% 3.1% -1.0% -0.4%
2006 7.8% 6.5% -6.0% 2.7% 4.8%
2005 21.9% 2.0% 4.5% 8.7% 5.3%
2004 7.8% 0.6% 0.3% 0.8% 6.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Majedie UK Focus X Acc 5.62%
RWC Global Emerging Markets B GBP 5.20%
Polar Capital UK Value Opportunities S GBP Acc 5.10%
Man GLG Japan CoreAlpha Professional Acc C GBP 5.00%
Artemis UK Select I Acc 4.26%
Magna New Frontiers G USD 3.82%
Hermes Asia ex-Japan Equity F GBP Acc 3.72%
Barings Emerging Markets Local Debt A USD Acc 3.43%
Northern Trust Global - The Sterling A GBP Inc 3.26%
Baillie Gifford Japanese Smaller Companies B Acc 2.64%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/12/2003
  • Share Class size274Mn
  • Base currencyGBX
  • ISIN GB0033956516

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).