Fact sheet: 7IM Dyn Planner Pfl 4

Fund information

Fund name
7IM Dynamic Planner Portfolio 4 C Acc
Fund company manager
7IM Investment Funds
Fund type
OEIC
Fund manager(s)
7IM - Investment Team
since 09/10/2017
Fund objective
The aim of the Sub-fund is to achieve long term capital preservation with growth and income generation and to keep the Sub-fund within the pre-determined risk band.
Benchmark
-
Investment style
Flexible
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

-

1 Year rank in sector

-

Sector

UT Volatility Managed

Yield

1.5

Fund size

K

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.43 %0.81 %0 %0 %0 %
Sector0.33 %1.23 %3.59 %22.59 %38.89 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20182017201620152014
Fund0.67 %0 %0 %0 %0 %
Sector0.57 %8.25 %13.12 %1.54 %7.09 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high102.98
52 week low97.57
Current bid price0
Current offer price0
Current mid price102.62

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-