7IM Moderately Cautious

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7IM Moderately Cautious Fund C Acc

Category GBP Allocation 20-40% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

211.16p

arrow-up0.17p (+0.08%)

Fund Code

SMCCA

3395349

GB0033953497

Prices updated as at 14 Oct 2024
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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.

Growth of 1,000 as of 15 Oct 2024, 11:10

Trailing returns (%) as of 15 Oct 2024, 11:10

Annual performance (%)

YearThis fundGBP Allocation 20-40% Equity
30 Sep 13 - 30 Sep 145.735.07
30 Sep 14 - 30 Sep 15-0.241.32
30 Sep 15 - 30 Sep 168.7410.35
30 Sep 16 - 30 Sep 172.853.28
30 Sep 17 - 30 Sep 18-0.141.20
30 Sep 18 - 30 Sep 192.264.44
30 Sep 19 - 30 Sep 202.390.13
30 Sep 20 - 30 Sep 216.847.13
30 Sep 21 - 30 Sep 22-12.44-11.07
30 Sep 22 - 30 Sep 231.803.13
30 Sep 23 - 30 Sep 2410.8810.89

Trailing returns (%)

YearThis fundGBP Allocation 20-40% Equity
1 Day0.080.14
1 Month-0.320.07
3 Months1.851.69
6 Months3.313.73
1 Year9.8410.52
3 Years annualised-0.290.46
5 Years annualised1.611.72
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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