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7IM AAP Balanced (Dublin) C Acc

Ranked 321 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 : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.0%
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 size260Mn
  • 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).