Fact sheet: 7IM Dyn Planner Pfl 5

Fund information

Fund name
7IM Dynamic Planner Portfolio 5 C Acc
Fund company manager
7IM Investment Funds
Fund type
OEIC
Fund manager(s)
Fund objective
The aim of the Sub-fund is to achieve long term capital growth with 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
Fund-3.35 %0 %0 %0 %0 %
Sector-2.89 %0.43 %3.72 %18.63 %36.14 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20182017201620152014
Fund-2.91 %0 %0 %0 %0 %
Sector-2.05 %8.25 %13.12 %1.54 %7.09 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high103.23
52 week low97.56
Current bid price0
Current offer price0
Current mid price99.1

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-