Fact sheet: 7IM Bal Dub

Fund information

Fund name
7IM Balanced (Dublin) C Acc GBP
Fund company manager
7IM
Fund type
SIB
Fund manager(s)
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

5.65 %

1 Year rank in sector

106/141

Sector

FO Mixed Asset - Balanced

Yield

1.3

Fund size

£ 363.9 m

FE Risk score

49

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.33 %2.84 %5.57 %0 %0 %
Sector1.44 %4.12 %8.07 %17.3 %27.78 %
Rank within sector73 / 147104 / 145106 / 141 / /
Quartile th2 nd3 rd4 th th th

Calendar performance

YTD-20172016201520142013
Fund5.21 %9.75 %0 %0 %0 %
Sector7.47 %5.2 %-0.3 %4.7 %7.52 %
Rank within sector99 / 14225 / 133 / / /
Quartile th3 rd1 st th th th

Price movement

52 week high1.7961
52 week low1.6651
Current bid price0
Current offer price0
Current mid price1.7935

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-