7IM Balanced Fund X Inc
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The 7IM Balanced Fund aims to deliver both income and growth by investing at least 80% of its assets in a diverse range of other managed funds and securities, including open-ended and closed-ended funds, exchange-traded funds (ETFs), fixed income instruments, equities, warrants, structured products, and futures contracts. The remaining 20% is held in cash, deposits, and money market instruments to ensure liquidity. This diversified portfolio structure allows the fund to balance income generation with capital appreciation.
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msci worldmulti assetincome
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OTHER SHARE CLASSES OF THIS FUND
7IM Balanced Fund A Acc
7IM Balanced Fund A Acc
7IM Balanced Fund A Acc
Valor: 1798986
Annual Return
-50%0%+50%
Risk level
110
-0.36%GBP 2.68
7IM Balanced Fund D Acc
7IM Balanced Fund D Acc
7IM Balanced Fund D Acc
Valor: 2029667
Annual Return
-50%0%+50%
Risk level
110
-0.35%GBP 2.68
7IM Balanced Fund D Inc
7IM Balanced Fund D Inc
7IM Balanced Fund D Inc
Valor: 2029626
Annual Return
-50%0%+50%
Risk level
110
-0.35%GBP 2.08
7IM Balanced Fund C Inc
7IM Balanced Fund C Inc
7IM Balanced Fund C Inc
Valor: 1798991
Annual Return
-50%0%+50%
Risk level
110
-0.35%GBP 2.20
7IM Balanced Fund B Acc
7IM Balanced Fund B Acc
7IM Balanced Fund B Acc
Valor: 1798989