7IM Responsible Balanced

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7IM Responsible Balanced Fund C Acc

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

203.05p

arrow-down-0.72p (-0.35%)

Fund Code

SOSBA

B1LBFZ8

GB00B1LBFZ86

Prices updated as at 16 Dec 2025

Prices in GBX

Investment objective

The Fund aims to provide a balance of income and capital growth. The Sub-Fund invests at least 80% of its assets in a range of shares and corporate bonds, supranational and government bonds and other funds managed by selected fund managers. Up to 20% of the Sub-Fund will be invested in liquid assets such as cash, deposits, money market funds and money market instruments, as well as warrants.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

7IM

Fund launch date

02 Feb 2007

Domicile

United Kingdom

UCITS

Yes

Fund manager

Tony Lawrence

Manager start date

06 Aug 2007

Fund manager biography

Tony is the Head of Model Portfolio Management at 7IM and leads on the active manager portfolios. He also sits on the fixed income group and takes sector ownership for credit strategies. Tony started at 7IM in 2015 to drive forward the fund selection process, having joined from Columbia Threadneedle where he was Head of Analytics on the Multi-Manager team. Tony graduated in Maths with Finance from the University of Southampton and is both a CFA and CAIA charterholder.

Fund manager

Ben Kumar

Manager start date

01 Mar 2011

Fund manager biography

Ben joined 7IM in 2010 as a Research Analyst after completing his degree in maths and philosophy in Bristol. Ben became an Investment Manager in 2013, and is now the Head of Equity Strategy in the Investment Team, specialising in behavioural finance. Ben appears regularly on radio and television, discussing the financial world.

Head office

1 Angel Court

London

United Kingdom

EC2R 7HJ

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Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

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