Fact sheet: 7IM Bal Dub

Fund information

Fund name
7IM Balanced (Dublin) C Acc GBP
Fund company manager
7IM
Fund type
SIB
Fund objective
The aim of the Fund is to provide a balance of income and capital appreciation. There may be some risk to capital.
Benchmark
-
Investment style
Balanced
Investment method
None

Quick stats

1 Year return

7.16 %

1 Year rank in sector

77/141

Sector

FO Mixed Asset - Balanced

Yield

1.3

Fund size

£ 360.7 m

FE Risk score

49

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.59 %0.71 %7.16 %0 %0 %
Sector0.5 %2.7 %7.83 %11.76 %26.5 %
Rank within sector118 / 14597 / 14477 / 141 / /
Quartile th4 th3 rd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund3.83 %9.75 %0 %0 %0 %
Sector5.9 %5.2 %-0.3 %4.7 %7.52 %
Rank within sector95 / 14225 / 133 / / /
Quartile th3 rd1 st th th th

Price movement

52 week high1.7903
52 week low1.6563
Current bid price0
Current offer price0
Current mid price1.77

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-