7IM AAP Moderately Cautious Fund D Acc

Category GBP Allocation 20-40% Equity

Last buy/sell price

154.57p

arrow-up0.13p (+0.08%)

Fund Code

B39LMP3

GB00B39LMP35

Prices updated as at 15 Dec 2025

Prices in GBX

Investment objective

The Fund aims to provide a return by way of income with some capital growth. The Sub-Fund invests, directly and indirectly, to achieve exposure of at least 80% to fixed interest and equity instruments. This exposure is, for the most part, obtained through passive strategies (that is, strategies designed to track the performance of particular indices, market sectors or asset classes) but may also be achieved through the use of futures contracts which require cover to be held (typically in the form of money market funds and money market instruments).

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , 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

27 Mar 2008

Domicile

United Kingdom

UCITS

Yes

Fund manager

Tony Lawrence

Manager start date

27 Mar 2008

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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