7IM AAP Balanced Fund C Inc header image

7IM AAP Balanced Fund C Inc

Fund

ISIN GB00B2PB2V64 / Valor 4293041

NAV (2026-07-17)
GBP 1.71-0.47%

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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Tags:
multi asset balanced 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
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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
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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
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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
starstarstarstarstar

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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.46%GBP 2.32