7IM CTAK CAPIV A Net GBP Inc

Ranked 325 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Fund is to provide long term capital and income growth by gaining exposure to a broad range of investments which may include equities, fixed interest securities and alternative assets, principally through investment in collective investment schemes (including those managed or operated by the ACD). The fund may also invest in transferable securities, money market instruments, deposits and cash and near cash. There will be no particular emphasis on any geographical area or any industry or economic sector.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -4.7% -1.6% 1.5% 1.1% -5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/10/2017
  • Share Class size17Mn
  • Base currencyGBP
  • ISIN GB00BZ1HF328

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

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).