7IM Moderately Cautious Fund C Inc

Category GBP Allocation 20-40% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

137.28p

arrow-up0.66p (+0.48%)

Fund Code

SMCCI

3395327

GB0033953273

Prices updated as at 23 Apr 2025

Prices in GBX

Investment objective

The Fund aims to provide a return by way of income with some capital growth. The Sub-Fund invests at least 80% of its assets in other funds managed both by the Manager and by selected third party managers, including open ended and closed–ended funds and exchange traded funds (ETFs), and other transferable securities, including fixed income, equities, warrants and structured products.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	GBP Allocation 20-40% Equity
31 Mar 14 - 31 Mar 15	8.82	8.32
31 Mar 15 - 31 Mar 16	-4.87	-1.42
31 Mar 16 - 31 Mar 17	8.76	9.72
31 Mar 17 - 31 Mar 18	-0.20	0.24
31 Mar 18 - 31 Mar 19	-0.62	2.12
31 Mar 19 - 31 Mar 20	-5.38	-4.22
31 Mar 20 - 31 Mar 21	16.49	13.35
31 Mar 21 - 31 Mar 22	-1.07	0.81
31 Mar 22 - 31 Mar 23	-5.89	-5.41
31 Mar 23 - 31 Mar 24	5.88	6.31
31 Mar 24 - 31 Mar 25	1.90	3.34

Trailing returns (%)

Year	This fund	GBP Allocation 20-40% Equity
1 Day	-0.28	-0.11
1 Month	-3.66	-2.33
3 Months	-4.32	-2.89
6 Months	-3.86	-1.85
1 Year	0.90	3.01
3 Years annualised	-0.11	1.14
5 Years annualised	1.83	2.48

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.

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