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7IM Balanced C Acc

Price: 273.07p|Change: 0.01 (-0.36%)

This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Investor Information Document (KIID)

Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style

Size

Share class size (mil)275 GBP (16/06/2025)
Fund size (mil)416 GBP (31/05/2025)
Morningstar style box TM
Fixed income style
Credit qualityLarge
Mid
Small
Value
Blend
Growth
Interest rate sensit

Top 10 holdings

Assets in top 10 holdings %41.71
Total number of equity holdings0
Total number of bond holdings6
Holdings 31/05/2025% of assets
Robeco Global Credits IH GBP5.97
iShares US Equity ESG Index (UK) S Acc5.01
Amundi S&P 500 ETF D-USD4.02
Candriam Bds Global Hi Yld S H GBP Cap4.01
Premier Miton US Opportunities F Acc3.99
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc3.96
HSBC Global Government Bond ETFS2QH3.92
JPM Europe Dynamic (ex-UK) C Net Acc3.92
Fidelity UK Select R Acc3.49
Schroder Prime UK Equity Q GBP Acc3.41