7IM Personal Injury C Acc (Accumulation)

Price as at 22 May 2020
149.49 GBX
Last change
icon-up-small 0.19%
1 year change
icon-up-small 2.22%
5 year annualised return
12 month yield
Morningstar rating
3 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 Personal... 8.75% -2.75% 7.63% -0.41% 2.37%
GBP Moderately... 0.93% 8.70% 4.87% -3.88% 9.08%
N/A 1.50% 16.57% 4.50% -0.78% 10.11%

Trailing returns


Trailing returns
Investment 3 months 6 months 1 year 3 years * 5 years *
7IM Personal... -2.34% -0.02% 2.22% 1.72% 1.97%
GBP Moderately... -5.36% -3.64% -1.28% 0.73% 2.11%
N/A -1.03% 0.27% 5.69% 4.10% 5.79%

Fees and Charges

Fees and Charges
Initial charge: 0.00%
Ongoing Charges: 0.69%
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 (over at least 5 years) 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 at least 80% of its assets 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 an indirect exposure to asset classes (including but not limited to) hedge funds, currency and property. Up to 20% of the Sub-Fund will usually be invested in liquid assets such as cash, deposits, money market funds and money market instruments, as well as warrants.

IA Sector:

Mixed Investment 0-35% Shares

Manager name:

Not Disclosed

Manager start date:

05 October 2009

Manager Biography:


Morningstar® Category:

GBP Moderately Cautious Allocation

Morningstar Sector:


Region (geographical):


Top 10 Holdings

Top 10 Holdings
Security Weight
iShares Overseas Corp Bd Idx (UK) L Acc 17.36%
UBS Sterling Corporate Bd Indexed J Inc 8.65%
iShares Glb InfLkdBdIdx $H(IE)Instl Acc$ 5.13%
Fut Mar 20 Cbt Ul T-Bonds 4.72%
ML Angel Oak Mltstrgy Inc USD Inst Y Acc 3.62%
United States Treasury Bonds 1.02% 3.55%
7IM UK Equity Value Z Inc 3.19%
TOPIX Future Mar20 3.05%
TOPIX Future Mar20 3.05%
FTSE 100 Index Future Mar20 3.03%


Sectors Weight
Healthcare 16.37%
Consumer Cyclical 13.43%
Industrials 12.70%
Financial Services 10.14%
Communication Services 9.71%
Technology 9.55%
Consumer Defensive 8.09%
Basic Materials 6.04%
Energy 5.88%
Utilities 5.85%

World regions

World regions
Country Weight
FRA 22.89%
CHE 18.53%
DEU 15.99%
GBR 7.61%
SWE 6.20%
ITA 5.80%
ESP 4.94%
NLD 4.83%
DNK 4.58%
CHN 4.45%
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.