7IM AAP Balanced Fund C Inc
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The 7IM AAP Balanced Fund seeks to balance income and growth by investing at least 80% of its assets in a mix of stocks and bonds using strategies that track specific market indexes. It also diversifies into areas like property, commodities, and private equity through investments in investment trusts, ETFs, and other funds. Additionally, the fund keeps 20% of its portfolio in cash and deposits to ensure liquidity. The overall mix of these investments is actively managed to maintain a balanced approach between generating income and achieving capital growth.
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multi assetbalanced fund
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OTHER SHARE CLASSES OF THIS FUND
7IM AAP Balanced Fund S Inc
7IM AAP Balanced Fund S Inc
7IM AAP Balanced Fund S Inc
Annual Return
-50%0%+50%
Risk level
110
-0.47%GBP 1.47
7IM AAP Balanced Fund S Acc
7IM AAP Balanced Fund S Acc
7IM AAP Balanced Fund S Acc
Annual Return
-50%0%+50%
Risk level
110
-0.46%GBP 1.81
7IM AAP Balanced Fund D Acc
7IM AAP Balanced Fund D Acc
7IM AAP Balanced Fund D Acc
Valor: 4295339
Annual Return
-50%0%+50%
Risk level
110
-0.47%GBP 2.02
7IM AAP Balanced Fund D Inc
7IM AAP Balanced Fund D Inc
7IM AAP Balanced Fund D Inc
Valor: 4295356
Annual Return
-50%0%+50%
Risk level
110
-0.47%GBP 1.58
7IM AAP Balanced Fund C Acc
7IM AAP Balanced Fund C Acc
7IM AAP Balanced Fund C Acc
Valor: 4293000