7IM Moderately Adventurous

Select share classes

7IM Moderately Adventurous Fund C Acc

Category GBP Allocation 60-80% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

319.83p

arrow-down-2.24p (-0.70%)

Fund Code

SMDCA

3395651

GB0033956516

Prices updated as at 26 Apr 2024
|
Prices in GBX

Investment objective
The Fund aims to provide a return primarily by way of capital growth, with some income. The Sub-Fund invests at least 80% of its assets in other funds managed both by the Manager and by selected third party managers, including open-ended and closed–ended funds and exchange traded funds (ETFs), and other transferable securities including fixed income, equities, warrants and structured products.

Annual charges

Product charges
1.35
0.04
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 19 Apr 2024pdf
Key Information Document / Technical Guide 30 Jan 2024pdf
Annual Reports 31 May 2023pdf
Annual Short Report 31 May 2023pdf
Interim Short Report 30 Apr 2023pdf
Interim Reports 28 Feb 2013pdf
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.