7IM Sustainable Balance

Select share classes

7IM Sustainable Balance Fund C Acc

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

187.78p

arrow-up0.46p (+0.25%)

Fund Code

SOSBA

B1LBFZ8

GB00B1LBFZ86

Prices updated as at 28 Mar 2024
|
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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerTerrence Moll, Martyn Surguy, Uwe Ketelsen, Matthew Yeates, Tony Lawrence, Ahmer Tirmizi, Ben Kumar, Duncan Blyth
187.78
167
Fund comparative indexIA Mixed Investment 20-60%Shares
Mixed Investment 20-60% Shares
-
1.36
0.04
0.00
GBP Allocation 40-60% Equity
No
Fund provider7IM
Share class launch date02 Feb 2007
£146.54m
-
2.40
-
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.