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7IM Sustainable Balance C Acc

Ranked 102 out of 395 in - Balanced 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.

Objective

The fund aims to provide a balance of income and capital appreciation. There may be some risk to capital. The sub-fund invests predominantly in a range of securities and collective investment vehicles managed by selected fund managers and will only invest in individual securities where the underlying companies, countries and institutions score well on social and environmental criteria. The fund may also invest in money market instruments, warrants, deposits, cash and near cash, other transferable securities, derivatives and forward transactions and other investments to the extent that each is permitted in the stated investment and borrowing powers of the company.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/03/2018 - 31/03/2019
  • Rank 102/395 Total Return
  • Rank 178/395 Standard Deviation
  • Rank 133/395 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.1%
2018 -3.3% -2.8% 4.0% 1.6% -5.8%
2017 6.1% 2.5% 1.4% 0.3% 1.8%
2016 9.8% -0.2% 2.7% 5.8% 1.3%
2015 3.9% 6.5% -3.0% -4.3% 5.0%
2014 7.2% 0.6% 0.8% 1.9% 3.8%
2013 11.4% 7.2% -1.9% 2.7% 3.1%
2012 9.6% 5.5% -1.5% 3.1% 2.3%
2011 -3.5% 0.6% 0.5% -8.2% 4.0%
2010 8.3% 5.1% -6.7% 6.0% 4.2%
2009 9.0% -7.5% 5.4% 10.9% 0.9%
2008 -14.0% -6.1% -0.1% -4.8% -3.7%
2007 1.7% 2.0% 0.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
UBS (Irl) ETF plc - MSCI UK IMI SR U ETF (GBP) Ad 14.42%
UBS ETF MSCI Emerging Markets SR USD 7.05%
UBS ETF-MSCI Japan Soc Responsible U ETF (JPY) Ad 4.46%
Threadneedle UK Social Bond Z Net Inc 3.32%
Greencoat UK Wind PLC ORD 2.25%
Northern Trust Global - The Sterling A GBP Inc 1.69%
United Kingdom 4.500% 07-Sep-2034 1.42%
NextEnergy Solar Fund Ltd ORD 1.32%
Renewables Infrastructure Group Ltd ORD 1.28%
United Kingdom 6.000% 07-Dec-2028 1.22%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/02/2007
  • Share Class size55Mn
  • Base currencyGBX
  • ISIN GB00B1LBFZ86

Purchase Info

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

Charges

  • Annual management1.25%
  • 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).