Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

7IM AAP Moderately Cautious (Dublin) C Acc

Ranked 110 out of 129 in - Conservative 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 total return, substantially by way of income though with some capital appreciation. There may be a moderate risk to capital.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.7%
2018 -4.9% -1.9% 0.9% 0.2% -4.2%
2017 -0.4% 0.9% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/01/2017
  • Share Class size57Mn
  • Base currencyGBP
  • ISIN IE00BYZVYK33

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).