7IM AAP Balanced Fund C Inc

Name
7IM AAP Balanced Fund C Inc
Manager
7IM
Type
Open Ended Investment Company
ISIN
GB00B2PB2V64
Sector
Mixed Investment 20-60% Shares
Launched
27/03/2008
OCF
0.62 %
Risk Rating
2
3 Year Sharpe
0.68
3 Year Alpha
-0.54
Yield
1.5 %
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 Jun 19 Ftse 100 8.07 %
Fut Jun 19 Ose Topix 6.86 %
Fut Jun 19 Emini S&P 500 4.52 %
Fut Jun 19 Icus Msci Emg 4.05 %
iShares Overseas Corp Bd Idx (UK) L Acc 4.01 %
L&G EM Govt Bond US$ Index I Acc 3.85 %
L&G EM Govt Bond Lcl Ccy Index I Acc 3.73 %
Credit Suisse International 0% 3.60 %
Vanguard FTSE 250 UCITS ETF 3.01 %
MDPS TOBAM AntiBench Emerg Mkts Eq A 2.74 %
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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