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7IM Cautious C Acc

Ranked 70 out of 129 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

Alex Scott

With more than 15 years experience managing money, Alex Scott has been with Seven Investment Management since 2001 as senior investment manager and deputy CIO since 2014. He currently manages the CF7IM Personal Injury and AAP Income funds, using cautious and income investment styles. He graduated from Cambridge University where he studied modern and medieval languages. Alex is currently based in London and outside of work enjoys rugby, tennis and the theatre.

Objective

The fund aims to provide a long-term total return by way of income and capital appreciation whilst aiming to limit risk to relatively low levels. There is no guarantee that a positive return will be delivered. There may be a moderate risk to capital. The fund invests in a range of collective investment vehicles and securities, which will give an exposure to a range of asset classes, directly and indirectly, including (but not limited to) UK and overseas equities, government and corporate bonds. Income generating assets (such as bonds and cash) are likely to represent the main part of the funds investments, but, a smaller proportion of investments will aim to generate capital growth.

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 2.8%
2018 -2.2% -1.7% 1.4% 0.2% -2.2%
2017 2.5% 1.4% -0.6% 0.6% 1.1%
2016 7.2% 0.6% 1.3% 4.3% 0.7%
2015 -3.7% 2.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
BCIF Overseas Government Bond Tracker L Acc 13.66%
iShares Overseas Corporate Bond Index (UK) L Acc 8.53%
Northern Trust Global - The Sterling A GBP Inc 4.96%
BlackRock Global Inflation-Linked USD Inst Acc Hgd 4.94%
7IM UK Equity Value Z Inc 4.08%
Robeco QI Global Multi-Factor Credits IH GBP 3.14%
NN (L) Global Convertible Opps I Cap USD 3.08%
7IM US Equity Value Z Inc 3.05%
BMO Global Equity Market Neutral V10 3 Acc 2.43%
Invesco Physical Gold ETC 2.06%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/04/2015
  • Share Class size19Mn
  • Base currencyGBP
  • ISIN GB00BVYPGT82

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.50%
  • 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).