7IM AAP Cautious

Select share classes

7IM AAP Cautious Fund C GBP Income

Category GBP Allocation 20-40% Equity


This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.219

arrow-up£0.003 (+0.22%)

Fund Code

SMLCI

BMXV7D5

GB00BMXV7D57

Prices updated as at 29 Nov 2024
|
Prices in GBP

Investment objective
The Fund aims to provide a long-term total return (over at least 5 years) by way of income with some capital growth. The Sub-Fund invests at least 80% of its assets in a range of collective investment vehicles and securities directly and indirectly, 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 warrants and an indirect exposure to asset classes (including but not limited to) hedge fund strategies, currency and property and also by the use of futures contracts which require cover to be held (typically in the form of money market funds and money market instruments).

Annual charges

Product charges
0.70
0.02
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 12 Nov 2024pdf
Annual Reports 31 May 2024pdf
Annual Short Report 31 May 2024pdf
Key Information Document / Technical Guide 25 Mar 2024pdf
Interim Short Report 31 May 2023pdf
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