7IM Personal Injury C Acc (Accumulation)

Price as at 20 September 2019
Price
1.51 GBP
Last change
icon-up-small 0.17%
1 year change
icon-up-small 4.95%
5 year annualised return
3.39%
12 month yield
1.42%
Morningstar rating
3 of 5
Risk level
1
2
3
4
5
6
7

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 30/06/13 to 30/06/14 30/06/14 to 30/06/15 30/06/15 to 30/06/16 30/06/16 to 30/06/17 30/06/17 to 30/06/18
7IM Personal... 5.19% 5.14% 0.59% 5.79% 1.44%
GBP Moderately... 5.72% 0.93% 8.70% 4.87% -3.88%
Morningstar... 9.98% 1.44% 16.36% 4.37% -0.55%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years * 5 years *
7IM Personal... 1.40% 4.02% 4.95% 2.78% 3.39%
GBP Moderately... 3.25% 5.12% 3.82% 2.96% 3.81%
Morningstar... 6.12% 11.39% 10.09% 4.81% 7.35%

Fees and Charges

Fees and Charges
Initial charge: 0.00%
Ongoing Charges: 0.63%
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 Personal Injury Fund aims to provide a long-term total return from investment in a range of asset classes. The Sub-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.The Sub-fund invests predominantly in a range of collective investment vehicles and securities, which will give an exposure to a range of asset classes, including (but not limited to) UK and overseas equities, government and corporate bonds and cash and an indirect exposure to asset classes including (but not limited to) hedge funds, currency and property.

IA Sector:

Mixed Investment 0-35% Shares

Manager name:

Not Disclosed

Manager start date:

05 October 2009

Manager Biography:

N/A

Morningstar® Category:

GBP Moderately Cautious Allocation

Morningstar Sector:

N/A

Region (geographical):

GBR

Top 10 Holdings

Top 10 Holdings
Security Weight
iShares Overseas Corp Bd Idx (UK) L Acc 9.18%
iShares Glb InfLkdBdIdx $H(IE)Instl Acc$ 5.55%
7IM UK Equity Value Z Inc 4.49%
Fut Jun 19 Ose Topix 3.80%
Fut Jun 19 Ftse 100 3.49%
Robeco QI Glbl Multi-Factor Crdts IH £ 3.20%
7IM US Equity Value Z Inc 2.66%
United States Treasury Notes 2.38% 2.58%
Japan (Government Of) 0.1% 2.43%
BMO Global Equity Market Netrl V10 3 Acc 2.38%

Sectors

Sectors
Sectors Weight
No results

World regions

World regions
Country Weight
GBR 49.51%
USA 29.60%
FRA 5.47%
DEU 3.79%
CHE 3.75%
ESP 1.89%
DNK 1.52%
NLD 1.41%
SWE 1.23%
ITA 0.73%
Investment style
Active
Unit type
Accumulation
Morningstar analyst rating™
N/A
Morningstar sustainability rating™
Eligibility
  • 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.

The information published on this website is accurate to the best of our knowledge. However, we do not assume any liability whatsoever for the accuracy and completeness of the information and any reliance you place on such information is at your own risk.

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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.