7IM Pers...

Price: 131.78 GBP

Change: icon-up-small 0.04%

7IM Personal Injury C Inc

7IM Personal Injury C Inc

ISIN:

GB00B55W5449

IA Sector:

IA Mixed Investment 0-35% Shares

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

2 of 5

Income

Price:

131.78 GBP

26 October 2021

Last change:

icon-up-small 0.04%

1 year change:

icon-up-small 3.37%

5 year annualised return:

2.58%

12 month yield:

1.30%

At a glance

At a glance performance and information

Eligibility:

Share Dealing Account Yes
ISA Yes
SIPP Yes
ShareBuilder No

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you’re unsure about investing, seek independent advice. You may be eligible for financial advice through our partnership with Schroders Personal Wealth

Add to chart:

  • 7IM Personal Injury C Inc
  • IA Mixed Investment 0-35% Shares
  • IA Mixed Investment 0-35% Shares

Discrete calendar year performance

Discrete calendar year performance
Investment 30/09/16 to 30/09/17 30/09/17 to 30/09/18 30/09/18 to 30/09/19 30/09/19 to 30/09/20 30/09/20 to 30/09/21
7IM Personal Injury C Inc 2.28% 0.99% 4.93% 1.66% 3.62%
IA Mixed Investment 0-35% Shares 3.18% 1.17% 4.89% 0.35% 6.02%
IA Mixed Investment 0-35% Shares 3.18% 1.17% 4.89% 0.35% 6.02%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
7IM Personal Injury C Inc -0.68% 0.67% 3.39% 3.92% 2.58%
IA Mixed Investment 0-35% Shares -0.72% 1.06% 5.61% 4.40% 3.04%
IA Mixed Investment 0-35% Shares -0.72% 1.06% 5.61% 4.40% 3.04%

Fund Objective: The fund aims to provide a long-term return (at least 5 years) from investment in a range of asset classes. The fund has been designed to be potentially suitable for investment by or on behalf of individuals who have been granted personal injury awards but is not restricted to such persons.

Manager name:

7IM Investment Funds

Manager start date:

01 September 2015

Investment style:

Cautious

Region (geographical):

Global

Manager Biography:

Led by Martyn Surguy, the Chief Investment Officer, the 18 strong 7IM Investment Team have a wealth of investment knowledge and a range of experience.

Benchmark:

IA Mixed Investment 0-35% Shares

Sector:

IA Mixed Investment 0-35% Shares

FE fundinfo Rating:

2 of 5

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. 0.00%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.72%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. N/A
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: Bank of Scotland The cost of buying or selling some or all of your investment. £9.50 (per online trade)
Breakdown

Asset Allocation

Fund size: 166,823,555.21 £

Chart date: October 26, 2021

Top 10 Holdings

Top 10 Holdings
Security Weight
Hsbc gif global government bond bc usd 9.83%
Invesco markets ii plc at1 capital bd ucits etf gbp dis hdg 8.59%
Angel oak fds tr multi strategy income instl 6.60%
Ishares global inflation-linked bond index (us dollar hedged) (ie) i acc nav usd 6.14%
Jp morgan structured products bv 1% cert of deposit 07/09/21 gbp10000 4.17%
Blackrock sf global event driven i5 hedged gbp 4.07%
Bnp paribas arbitrage issuance bv 0% mtn 08/07/24 usd500000 3.96%
Sg issuer iln 18/12/23(sgi)usd1000 3.13%
Fulcrum asset management llp equity dispersion f gbp acc 3.08%
Ubs (lux) bond sicav 3.08%

Sectors

Sectors
Sectors Weight
No results

World regions

World regions
Country Weight
International 17.00%
Not Specified 16.00%
International 16.00%
UK 11.00%
Not Specified 7.00%
International 6.00%
UK 6.00%
North America 5.00%
International 4.00%
Global Emerging Markets 3.00%

Important legal information

Bank of Scotland Share Dealing Service is operated by Halifax Share Dealing Limited. Halifax Share Dealing Limited. Registered in England and Wales No. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

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