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7IM Real Return C Acc

Ranked 41 out of 59 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.

Matthew Yeates

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 : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4%
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 size70Mn
  • Base currencyGBP
  • ISIN GB00B75MS619

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment0

Related News

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Seven Investment Management is launching margin lending facilities and a bank deposits service in a move that will enable it to compete with private banks in this area.

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