Fact sheet: 7IM Personal Injury

Fund information

Fund name
7IM Personal Injury C Acc
Fund company manager
7IM Investment Funds
Fund type
OEIC
Fund manager(s)
7IM - Investment Team
since 01/09/2015
Fund objective
The 7IM Personal Injury Fund aims to provide a long-term total return from investment in a range of asset classes. The Fund has been designed to be potentially suitable for investment by or on behalf of individuals who have been granted personal injury awards but is not restricted to such persons.
Benchmark
IA Mixed Investment 0%-35% Shares
Investment style
Cautious
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

2.75 %

1 Year rank in sector

63/83

Sector

UT Mixed Investment 0-35% Shares

Yield

1.7

Fund size

£ 284.2 m

FE Risk score

29

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Not Specified
    41.7%
  • International
    26.58%
  • Money Market
    11.55%
  • Europe
    5.04%
  • USA
    4.11%
  • Alternative Investment Strategies
    17.21%
  • Global Government Fixed Interest
    14.09%
  • Money Market
    11.55%
  • Global Corporate Fixed Interest
    8.53%
  • Commodity & Energy
    7.71%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.47 %1.33 %2.75 %14.41 %23.57 %
Sector1.15 %2.29 %4.11 %17.15 %25.36 %
Rank within sector82 / 9071 / 8863 / 8347 / 5736 / 48
Quartile th4 th4 th4 th4 th3 rd

Calendar performance

YTD-20172016201520142013
Fund2.37 %7.27 %0.58 %5.4 %5.19 %
Sector4.21 %8.37 %0.26 %5.2 %4.2 %
Rank within sector70 / 8449 / 7433 / 5827 / 5524 / 51
Quartile th4 th3 rd3 rd2 nd2 nd

Risk statistics

Alpha-0.74
Beta0.98
Sharpe0.06
Volatility4.36
Tracking error1.85
Information ratio-0.47
R-Squared0.82

Price movement

52 week high144.57
52 week low138.62
Current bid price0
Current offer price0
Current mid price144.04

Holdings by region

  • 41.7% Not Specified
  • 26.58% International
  • 11.55% Money Market
  • 5.04% Europe
  • 4.11% USA
  • 4.08% UK
  • 3.9% Global Emerging Markets
  • 3.04% Japan

Holdings by sector

-

Holdings by asset type

  • 17.21% Alternative Investment Strategies
  • 14.09% Global Government Fixed Interest
  • 11.55% Money Market
  • 8.53% Global Corporate Fixed Interest
  • 7.71% Commodity & Energy
  • 7.52% Global High Yield Fixed Interest
  • 5.04% European Equities
  • 4.22% UK Gilts
  • 4.11% US Equities
  • 4.08% UK Equities

Individual holdings

  • 7.7% SOURCE PHYSICAL GOLD USD
  • 7.7% SOURCE PHYSICAL GOLD USD
  • 6% MONUMENT BOND A GR INC GBP
  • 5.8% US TREASURY 2.375% 15/05/27
  • 4% UNITED STATES OF AMER TREAS NOTES 2.25% BDS 15/02/27 USD1000
  • 3.6% F&C GLOBAL EQUITY MARKET NEUTRAL C ACC
  • 3.2% UK EQUITY VALUE STRATEGY
  • 3% CREDIT SUISSE INFLATION PROTECTION CERTIFICATE
  • 3% TOPIX INDEX 2017 FUTURE
  • 2.9% EURO STOXX 50 INDEX 2017