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7IM AAP Moderately Adventurous C Acc

Ranked 230 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Peter Sleep

Objective

Fund aims, by applying active asset allocation techniques to predominantly passive strategies, to provide a total return primarily by way of growth in capital. There is a risk of fluctuations in capital values. The manager will invest the majority of the portfolio in fixed interest and equity instruments using predominantly passive strategies. The manager will also make investments in other asset classes such as property, commodities and private equities. The asset allocation for the entire portfolio will be actively managed.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.2%
2018 -6.7% -2.7% 3.1% 1.1% -8.0%
2017 9.8% 3.7% 0.8% 1.7% 3.3%
2016 12.5% -0.8% 2.5% 7.8% 2.6%
2015 1.7% 7.9% -1.5% -9.8% 6.0%
2014 7.1% 0.4% 2.2% 1.6% 2.7%
2013 16.2% 8.6% -0.6% 3.5% 4.1%
2012 9.4% 5.9% -3.7% 4.1% 3.1%
2011 -6.4% 1.1% 0.1% -11.8% 4.9%
2010 11.2% 6.2% -8.4% 8.0% 6.0%
2009 19.2% -7.9% 8.8% 16.3% 2.3%
2008 -4.3% -6.9% -4.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Vanguard FTSE 250 UCITS ETF GBP 5.26%
Northern Trust Global - The Sterling A GBP Inc 5.00%
MostDiversifPtf Sicav Tobam AB EM Eq Fd A 4.16%
T Rowe Frontier Markets Equity I USD 3.92%
BMO Global Equity Market Neutral V10 3 Acc 2.50%
Legal & General EM Govt Bd (Loc Curr) Idx I Acc 2.42%
Legal & General Emer Mkts Govt Bd USD Idx I Acc 2.42%
Credit Suisse International 0.000% 30-Dec-2050 1.96%
BNP Paribas Issuance BV 0.000% 11-Jul-2023 1.93%
7IM US Equity Value Z Inc 1.76%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/03/2008
  • Share Class size472Mn
  • Base currencyGBX
  • ISIN GB00B2PB2M73

Purchase Info

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

Charges

  • Annual management0.50%
  • Initial investment0.00%

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