7IM AAP Moderately Cautious

Select share classes

7IM AAP Moderately Cautious Fund C Inc

Category GBP Allocation 20-40% Equity


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

120.11p

arrow-up0.23p (+0.19%)

Fund Code

SMACI

B2PB205

GB00B2PB2051

Prices updated as at 28 Mar 2024
|
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).

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerTerrence Moll, Martyn Surguy, Uwe Ketelsen, Matthew Yeates, Tony Lawrence, Ahmer Tirmizi, Ben Kumar, Duncan Blyth
120.11
111.09
Fund comparative indexIA Mixed Invest 20 - 60% Shares
Mixed Investment 20-60% Shares
-
0.68
0.04
0.00
GBP Allocation 20-40% Equity
No
Fund provider7IM
Share class launch date27 Mar 2008
£304.23m
-
2.20
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.