Fact sheet: 7IM Personal Injury

Fund information

Fund name
7IM Personal Injury C Acc
Fund company manager
7IM Investment Funds
Fund type
OIC
Fund manager
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

Quick stats

1 Year return

9 %

1 Year rank in sector

55/81

Sector

UT Mixed Investment 0-35% Shares

Yield

1.6

Fund size

£ 270.2 m

FE Risk score

29

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Not Specified
    37.54%
  • International
    23.73%
  • Money Market
    18.15%
  • Global Emerging Markets
    5.92%
  • Europe
    4.57%
  • Money Market
    18.15%
  • Hedge
    10.52%
  • Global Corporate Fixed Interest
    8.9%
  • Global Government Fixed Interest
    8.89%
  • Global High Yield Fixed Interest
    7.68%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.39 %1.82 %9 %13.01 %25.7 %
Sector0.69 %4 %10.36 %15.98 %28.69 %
Rank within sector64 / 8775 / 8355 / 8145 / 5633 / 43
Quartile th3 rd4 th3 rd4 th4 th

Calendar performance

YTD-20172016201520142013
Fund1.51 %7.27 %0.58 %5.4 %5.19 %
Sector3.62 %8.37 %0.26 %5.2 %4.2 %
Rank within sector76 / 8349 / 7332 / 5828 / 5522 / 50
Quartile th4 th3 rd3 rd3 rd2 nd

Risk statistics

Alpha-0.81
Beta0.99
Sharpe0.1
Volatility4.38
Tracking error1.84
Information ratio-0.48
R-Squared0.82

Price movement

52 week high143.27
52 week low132.61
Current bid price0
Current offer price0
Current mid price142.93

Holdings by region

  • 37.54% Not Specified
  • 23.73% International
  • 18.15% Money Market
  • 5.92% Global Emerging Markets
  • 4.57% Europe
  • 3.99% UK
  • 3.96% USA
  • 2.14% Japan

Holdings by sector

-

Holdings by asset type

  • 18.15% Money Market
  • 10.52% Hedge
  • 8.9% Global Corporate Fixed Interest
  • 8.89% Global Government Fixed Interest
  • 7.68% Global High Yield Fixed Interest
  • 5.94% Commodity & Energy
  • 5.92% Global Emerging Market Fixed Interest
  • 4.57% European Equities
  • 4.08% Global Short Maturity Fixed Interest
  • 4.05% Alternative Investment Strategies

Individual holdings

  • 6.3% MONUMENT BOND A GR INC GBP
  • 6% ISHARES PHYSICAL GOLD
  • 4.3% UNITED STATES OF AMER TREAS NOTES 2.25% BDS 15/02/27 USD1000
  • 3.5% F&C GLOBAL EQUITY MARKET NEUTRAL C ACC
  • 3.4% UK EQUITY VALUE STRATEGY
  • 3.1% SPDR GLOBAL CONVERTIBLES
  • 3% CREDIT SUISSE INFLATION PROTECTION CERTIFICATE
  • 2.6% EURO STOXX 50 INDEX 2017
  • 2.6% L&G EMERGING MARKETS GOVERNMENT BOND IN LOCAL CURRENCY
  • 2.5% US EQUITY VALUE STRATEGY