7IM AAP Moderately Adventurous Fund C Acc
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
229.86p
-1.06p (-0.46%)
Fund Code
SOMCA
B2PB2M7
GB00B2PB2M73
Prices updated as at 23 May 2025
|
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, directly and indirectly, to achieve exposure of at least 80% to equity and fixed interest instruments. This exposure is, for the most part, obtained through passive strategies (that is, strategies designed to track the performance of particular indices, market sectors or asset classes) but may also be achieved through the use of futures contracts which require cover to be held (typically in the form of money market funds and money market instruments).
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Martyn Surguy, Uwe Ketelsen, Matthew Yeates, Tony Lawrence, Ahmer Tirmizi, Ben Kumar, Duncan Blyth |
| 238.13 | |
| 208.11 | |
| Fund comparative index | IA Mixed Invest 40 - 85% Shares |
| Mixed Investment 40-85% Shares | |
| - | |
| 0.66 | |
| 0.07 | |
| 0.00 | |
| GBP Allocation 60-80% Equity | |
| No | |
| Fund provider | 7IM |
| Share class launch date | 27 Mar 2008 |
| £520.50m | |
| - | |
| 1.60 | |
| - | |
| Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
