7IM Responsible Balanced

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7IM Responsible Balanced Fund C Inc

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

143.56p

arrow-down-0.29p (-0.20%)

Fund Code

SOSBI

B1LBG00

GB00B1LBG003

Prices updated as at 19 Oct 2026
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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 or Product Summary document
, 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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskAbove Average
Morningstar rating
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5 - year
Morningstar returnBelow Average
Morningstar riskAbove Average
Morningstar rating
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10 - year
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)



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.

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