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7IM Personal Injury C Acc

Ranked 64 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 from investment in a range of asset classes. The Sub-fund invests predominantly in a range of collective investment vehicles and securities, which may give exposure to a range of asset classes, including (but not limited to) UK and overseas equities. While bonds and other income generating assets are likely to represent a significant part of the portfolio and investment may also be made in warrants, deposits, cash and near cash, money market instruments, other transferable securities, derivatives and forward transactions and other investments.

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 2.9%
2018 -2.2% -1.8% 1.4% 0.2% -2.1%
2017 2.8% 1.5% -0.5% 0.7% 1.2%
2016 7.7% 0.8% 1.6% 4.3% 0.9%
2015 0.9% 4.2% -1.9% -4.0% 2.9%
2014 5.8% 1.0% 1.4% 1.1% 2.1%
2013 5.7% 4.2% -1.6% 1.3% 1.7%
2012 5.6% 1.5% 0.2% 2.1% 1.7%
2011 5.4% 0.6% 2.1% -0.8% 3.4%
2010 7.5% 2.9% -1.5% 4.5% 1.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
iShares Overseas Corporate Bond Index (UK) L Acc 9.04%
BlackRock Global Inflation-Linked USD Inst Acc Hgd 5.35%
7IM UK Equity Value Z Inc 4.10%
Legal & General EM Govt Bd (Loc Curr) Idx I Acc 3.24%
NN (L) Global Convertible Bond I Cap USD 3.08%
Robeco Capital Growth Fund 2.99%
7IM US Equity Value Z Inc 2.91%
Credit Suisse International 0.000% 30-Dec-2050 2.60%
BMO Global Equity Market Neutral V10 3 Acc 2.54%
US Treasury 2.375% 31-Jan-2023 2.38%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/10/2009
  • Share Class size74Mn
  • Base currencyGBX
  • ISIN GB00B570T445

Purchase Info

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

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).