7IM Moderately Adventurous

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7IM Moderately Adventurous Fund C Inc

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

287.14p

arrow-up0.47p (+0.16%)

Fund Code

SODCI

3395639

GB0033956391

Prices updated as at 14 Oct 2024
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Prices in GBX
Investment objective
The Fund aims to provide a return primarily by way of capital growth, with some income. 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 60-80% Equity
30 Sep 13 - 30 Sep 147.966.31
30 Sep 14 - 30 Sep 15-1.500.07
30 Sep 15 - 30 Sep 1615.2715.70
30 Sep 16 - 30 Sep 179.549.07
30 Sep 17 - 30 Sep 183.675.10
30 Sep 18 - 30 Sep 190.803.86
30 Sep 19 - 30 Sep 200.75-0.10
30 Sep 20 - 30 Sep 2117.3216.49
30 Sep 21 - 30 Sep 22-8.95-10.24
30 Sep 22 - 30 Sep 234.175.13
30 Sep 23 - 30 Sep 2411.5814.19

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day0.160.28
1 Month0.911.41
3 Months1.841.71
6 Months2.984.28
1 Year10.8614.25
3 Years annualised2.463.12
5 Years annualised4.895.08
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

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