7IM Sustainable Balance C Inc (Income)

Price as at 22 May 2020
128.07 GBX
Last change
icon-down-small -0.30%
1 year change
icon-up-small 3.67%
5 year annualised return
12 month yield
Morningstar rating
4 of 5
Risk level

Risk considerations

Past performance is not a guide to future performance. Please remember the value of your investment may go down as well as up and you may not get back the full amount you invest. We don't provide advice so if you are in any doubt about buying and selling shares or making your own investment decisions we recommend you seek advice from a suitably qualified Financial Advisor. For full information about the sources of data we use, please read the page footer.

Discrete calendar year performance

Discrete calendar year performance
Investment 31/03/14 to 31/03/15 31/03/15 to 31/03/16 31/03/16 to 31/03/17 31/03/17 to 31/03/18 31/03/18 to 31/03/19
7IM Sustainable... 13.14% -2.72% 12.78% 0.64% 4.61%
GBP Moderate... 1.56% 10.58% 7.45% -5.48% 12.41%
N/A 1.90% 19.06% 6.84% -2.13% 12.91%

Trailing returns


Trailing returns
Investment 3 months 6 months 1 year 3 years * 5 years *
7IM Sustainable... -4.57% -0.50% 3.67% 3.10% 4.07%
GBP Moderate... -7.90% -5.71% -3.58% 0.54% 2.26%
N/A -4.32% -2.79% 1.61% 3.61% 5.83%

Fees and Charges

Fees and Charges
Initial charge: 0.00%
Ongoing Charges: 1.43%
Performance Fee: N/A
Typical transaction cost: 0.5% of your investment (you'll be provided with the exact cost before investing in a fund)
*Online dealing commission: £12.50

Asset Allocation

Fund Objective

7IM Sustainable Balance Fund aims to provide a balance of income and capital appreciation. There may be some risk to capital. The sub-fund invests predominantly in a range of securities and collective investment vehicles managed by selected fund managers. The sub-fund will only invest in individual securities where the underlying companies, countries and institutions score well on social and environmental criteria.

IA Sector:

Mixed Investment 20-60% Shares

Manager name:

Not Disclosed

Manager start date:

01 February 2007

Manager Biography:


Morningstar® Category:

GBP Moderate Allocation

Morningstar Sector:


Region (geographical):


Top 10 Holdings

Top 10 Holdings
Security Weight
BGF ESG Emerging Markets Blnd Bd Z2 GBP 5.11%
BlueBay Global High Yield ESG Bd S GBP 4.23%
United States Treasury Bonds 1.02% 3.13%
Threadneedle UK Social Bd Z Inc£ 2.78%
iShares Glb InfLkdBdIdx $H(IE)Instl Acc$ 2.02%
UBS ETF MSCI Japan SRI JPY A dis 1.67%
United Kingdom of Great Britain and Northern Ireland 3.75% 1.60%
Renewables Infrastructure Grp 1.41%
Greencoat UK Wind 1.41%


Sectors Weight
Financial Services 21.11%
Consumer Cyclical 14.77%
Healthcare 11.25%
Industrials 10.87%
Consumer Defensive 10.36%
Communication Services 9.11%
Basic Materials 7.43%
Technology 7.20%
Real Estate 3.59%
Utilities 2.58%

World regions

World regions
Country Weight
USA 37.42%
GBR 32.65%
JPN 8.36%
FRA 5.56%
NLD 2.96%
AUS 1.79%
CHE 1.64%
BEL 1.49%
DEU 1.37%
PER 1.32%
Investment style
Unit type
Morningstar analyst rating™
Morningstar sustainability rating™
  • Yes Share dealing
  • Yes SIPP
  • No ShareBuilder
  • Yes ISA

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Important legal information

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 registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

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The investments' operational and portfolio data on this website is sourced by Morningstar and is believed to be correct, but cannot be guaranteed.   You should check any information you rely upon to make an investment decision to ensure that it is accurate and up to date. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Any views and opinions made by Morningstar do not represent those of Lloyds Bank.