LSE - Delayed Quote GBp

7IM Adventurous B Acc (0P00000FUJ.L)

309.67 -2.47 (-0.79%)
At close: April 26 at 9:00 PM GMT+1

Fund Summary

7IM Adventurous B Acc

1 Angel Court
+44 207 760 8777

Fund Overview

Category --
Fund Family 7IM
Net Assets 139.74M
YTD Return 3.83%
Yield 0.38%
Morningstar Rating
Inception Date Jul 21, 2023

Fund Operations

Last Dividend 0.01
Last Cap Gain --
Holdings Turnover 13.23%
Average for Category --

Fees & Expenses

Expense 0P00000FUJ.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Duncan joined 7IM on its acquisition of Tcam Asset Management, where he managed the Investment Research Team and helped formulate and implement the firm’s investment strategy. Duncan works in the Portfolio Management Team at 7IM and is responsible for the 7IM Select strategies which are designed for the firm’s Private Clients. He started his career in institutional fund management at Ivory & Sime in 1997 and following a period in corporate finance, Duncan joined the Investment Team at Turcan Connell in 2006. He has a BSc in Actuarial Mathematics and Statistics, MSc in Investment Analysis and is a CFA Charterholder.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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