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7IM Real Return C Acc

Ranked 36 out of 58 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Camilla Ritchie

Camilla Ritchie joined 7IM in 2006. She has over 20 years experience in fund management and investment research, including five years at Philips and Drew and nine years at Chiswell Associates. Her specialist areas/responsibilities: management and analysis of UK equities (including smaller companies), sustainable investments, money funds and alternative assets/property.

Objective

The Investment objective of the Fund is to seek growth in real terms over the medium to longer term. The fund will aim to provide a total return that exceeds UK inflation (as measured by Consumer Prices Index - All Items) by 2% on Average over a rolling three year horizon.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 3.9% 2.4% 0.0% 0.5% 1.0%
2016 10.8% -2.0% 1.8% 8.3% 2.5%
2015 2.5% 8.1% -1.4% -8.1% 4.7%
2014 8.3% 1.3% 1.9% 2.7% 2.1%
2013 15.9% 7.9% 0.5% 3.2% 3.5%
2012 -2.9% 2.4% 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/01/2012
  • Share Class size49Mn
  • Base currencyGBP
  • ISIN GB00B75MS619

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.00%
  • Initial investment0

Related News

7IM to rename and drop charges on fund

The 7IM is set to rename its 7IM Unconstrained fund to the 7IM Real Return fund and drop its charges.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).