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7IM Real Return C Acc

Ranked 39 out of 57 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Camilla Ritchie

Camilla Ritchie joined 7IM in 2006. She has over 20 years experience in fund management and investment research, including five years at Philips and Drew and nine years at Chiswell Associates. Her specialist areas/responsibilities: management and analysis of UK equities (including smaller companies), sustainable investments, money funds and alternative assets/property.

Matthew Yeates

Objective

The Investment objective of the Fund is to seek growth in real terms over the medium to longer term. The fund will aim to provide a total return that exceeds UK inflation (as measured by Consumer Prices Index - All Items) by 2% on Average over a rolling three year horizon. The fund will have a flexible investment policy, allowing investment in transferable securities, money market instruments, units in collective investment schemes, deposits, cash, near cash, and derivative instruments including forward transactions in accordance with the FCA Rules.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 28/02/2018 - 28/02/2019
  • Rank 39/57 Total Return
  • Rank 6/57 Standard Deviation
  • Rank 10/57 Max Drawdown
Fund Name Currency Loss
8 Trojan Feeder O GBP Acc GBP

-2.4%

9 Trojan O Inc GBP

-2.4%

10 7IM Real Return C Acc GBP

-2.5%

11 Marlborough Defensive A Acc GBP

-2.8%

12 Newton Real Return GBP Inc GBP

-2.8%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -2.9% -1.4% 0.2% 0.7% -2.3%
2017 3.9% 2.4% 0.0% 0.5% 1.0%
2016 10.8% -2.0% 1.8% 8.3% 2.5%
2015 2.5% 8.1% -1.4% -8.1% 4.7%
2014 8.3% 1.3% 1.9% 2.7% 2.1%
2013 15.9% 7.9% 0.5% 3.2% 3.5%
2012 -2.9% 2.4% 4.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
MI TwentyFour - Monument Bond I Inc Gross 6.29%
Northern Trust Global - The Sterling A GBP Inc 5.28%
Alpha UCITS - Fair Oaks Dynamic Credit E2 GBP Dis 5.19%
NN (L) Global Convertible Opps I Cap USD 5.04%
US Treasury 0.875% 15-Feb-2047 4.93%
Invesco Physical Gold ETC 4.89%
Credit Suisse International 0.000% 30-Dec-2050 4.70%
NN (L) Multi Asset Factor Opportunities I Cap USD 4.61%
F&C Global Equity Market Neutral 3 Acc 4.56%
AQR Managed Futures UCITS G Acc USD 4.33%
30/09/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/01/2012
  • Share Class size66Mn
  • Base currencyGBP
  • ISIN GB00B75MS619

Purchase Info

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

Charges

  • Annual management0.60%
  • 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).