7IM AAP Balanced C Inc

Name
7IM AAP Balanced Fund C Inc
Manager
7IM
Type
Open Ended Investment Company
ISIN
GB00B2PB2V64
Sector
LC00000064
Launched
27/03/2008
OCF
0.62 %
Risk Rating
3
3 Year Sharpe
0.86
Yield
1.6 %
Benchmark
IA Mixed Investment 20-60%Shares
7IM AAP (Asset Allocated Passives) Balanced Fund aims, by applying active asset allocation techniques to predominantly passive strategies, to provide a balance of income and capital appreciation. There may be some risk to capital.
Holding%
Fut Mar 19 Ftse 1008.19 %
Fut Mar 19 Ftse 1008.19 %
Fut Mar 19 Emini S&P 5006.47 %
Fut Mar 19 Emini S&P 5006.47 %
Fut Mar 19 Ose Topix6.46 %
Fut Mar 19 Ose Topix6.46 %
L&G EM Govt Bond Lcl Ccy Index I Acc5.25 %
iShares Overseas Corp Bd Idx (UK) L Acc4.06 %
Credit Suisse International 0%3.56 %
BMO Global Equity Market Netrl V10 3 Acc3.10 %
Region%
United Kingdom36.78 %
United States25.60 %
Eurozone15.73 %
Asia - Emerging6.31 %
Europe - ex Euro6.12 %
Sector%
Financial Services15.22 %
Healthcare13.48 %
Consumer Defensive10.97 %
Technology10.32 %
Industrials10.28 %
Consumer Cyclical8.76 %
Energy8.73 %
Real Estate6.86 %
Basic materials6.38 %
Communication Services5.56 %
Name
7IM
Address
EC2N 1AR, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Not Disclosed

Joined 03/27/2008

Data provided by Morningstar.

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