Fund Screener

 
 
 
 
 
 
 
 
Fund Name Crown Rating 1 Year Performance (%) 3 Years Performance (%) 5 Years Performance (%) Yield (%)
7IM Adventurous S Inc 1 -3.19 14.14 33.12 0.80
7IM Arden A 5 -2.03 27.10 31.48 0.28
7IM Balanced A Acc 1 -0.88 6.60 17.66 1.10
7IM Balanced A Inc 1 -0.88 6.60 17.61 1.20
7IM Balanced B Acc 1 -0.62 7.42 19.13 1.20
7IM Balanced C Acc 1 -0.37 8.22 20.61 1.30
7IM Balanced C Inc 1 -0.37 8.22 20.60 1.30
7IM Balanced D Acc 1 -0.87 6.61 17.65 1.10
7IM Balanced D Inc 1 -0.87 6.62 17.64 1.20
7IM Balanced S Acc 1 -0.13 9.05 22.10 1.50
7IM Balanced S Inc 1 -0.11 9.04 22.09 1.50
7IM Capital Strategy A 1 -3.43 8.49 0.00 0.00
7IM Cautious C Acc 3 4.37 7.95 0.00 1.20
7IM Cautious C Inc 3 4.38 8.00 0.00 1.20
7IM Cautious S Acc 3 4.59 8.61 0.00 1.20
7IM Cautious S Inc 3 4.58 8.64 0.00 1.20
7IM CTAK Capiv A Inc -1.91 0.00 0.00 0.00
7IM Dyn Planner Pfl 4 C Acc 3.99 0.00 0.00 1.60
7IM Dyn Planner Pfl 4 C Inc 3.97 0.00 0.00 1.60
7IM Dyn Planner Pfl 5 C Acc 3.48 0.00 0.00 1.30
7IM Dyn Planner Pfl 5 C Inc 3.46 0.00 0.00 1.30
7IM Dyn Planner Pfl 6 C Acc 2.37 0.00 0.00 1.00
7IM Dyn Planner Pfl 6 C Inc 2.35 0.00 0.00 1.00
7IM Emerging Mkts Eq Val C Inc 1 -5.95 -3.02 0.00 2.80
7IM European (ex UK) Equ Val C Inc 3 -1.75 25.49 0.00 3.50
7IM European (ex UK) Equ Val Z Inc 3 -1.51 26.42 0.00 3.50
7IM Income Portfolio A Grs Inc 3 1.71 10.04 23.61 3.00
7IM Income Portfolio A2 I 3 1.68 10.01 23.57 1.30
7IM Income Portfolio B Inc 3 1.40 0.00 0.00 3.10
7IM Matterhorn A Inc 0.00 0.00 0.00 0.00
7IM Moderately Adventurous A Acc 1 -2.28 10.52 24.73 0.30
7IM Moderately Adventurous A Inc 1 -2.32 10.47 24.62 0.40
7IM Moderately Adventurous B Acc 1 -2.03 11.35 26.30 0.60
7IM Moderately Adventurous C Acc 1 -1.78 12.20 27.90 0.80
7IM Moderately Adventurous C Inc 1 -1.78 12.19 27.88 0.80
7IM Moderately Adventurous D Acc 1 -2.28 10.52 24.73 0.30
7IM Moderately Adventurous D Inc 1 -2.28 10.51 24.64 0.30
7IM Moderately Adventurous S Acc 1 -1.53 13.01 29.49 1.00
7IM Moderately Adventurous S Inc 1 -1.52 13.04 29.50 1.10
7IM Moderately Cautious A Acc 1 0.84 3.24 11.91 1.70
7IM Moderately Cautious A Inc 1 0.82 3.20 10.24 1.70
7IM Moderately Cautious B Acc 1 1.00 3.84 13.01 1.70
7IM Moderately Cautious C Acc 1 1.15 4.46 14.14 1.70
7IM Moderately Cautious C Inc 1 1.14 4.44 14.11 1.70
7IM Moderately Cautious D Acc 1 0.82 3.22 11.88 1.70
7IM Moderately Cautious D Inc 1 0.86 3.27 11.88 1.80
7IM Moderately Cautious S Acc 1 1.31 5.09 15.30 1.70
7IM Moderately Cautious S Inc 1 1.30 5.07 15.26 1.70
7IM Mulgy A -1.46 0.00 0.00 0.00
7IM Personal Injury A Acc 2 3.51 6.25 14.95 1.50
Fund Name 1 Day Return (%) 1 Week Return (%) 1 Month Return (%) 3 Months Return (%) 6 Months Return (%) Price Date
7IM Adventurous S Inc -0.19 -1.60 -3.12 0.51 1.15 16/08/2019
7IM Arden A -0.23 0.42 -0.22 1.45 -2.71 08/03/2019
7IM Balanced A Acc -0.14 -0.84 -1.48 1.59 2.21 16/08/2019
7IM Balanced A Inc -0.14 -0.84 -1.47 1.59 2.21 16/08/2019
7IM Balanced B Acc -0.13 -0.83 -1.45 1.66 2.34 16/08/2019
7IM Balanced C Acc -0.14 -0.83 -1.43 1.72 2.47 16/08/2019
7IM Balanced C Inc -0.14 -0.83 -1.42 1.72 2.47 16/08/2019
7IM Balanced D Acc -0.13 -0.84 -1.48 1.59 2.21 16/08/2019
7IM Balanced D Inc -0.14 -0.84 -1.46 1.59 2.21 16/08/2019
7IM Balanced S Acc -0.14 -0.83 -1.41 1.78 2.59 16/08/2019
7IM Balanced S Inc -0.13 -0.82 -1.39 1.78 2.60 16/08/2019
7IM Capital Strategy A -0.30 0.48 -0.15 0.82 -5.30 08/03/2019
7IM Cautious C Acc 0.51 0.52 1.65 4.00 4.54 16/08/2019
7IM Cautious C Inc 0.51 0.53 1.64 4.00 4.55 16/08/2019
7IM Cautious S Acc 0.51 0.54 1.67 4.05 4.63 16/08/2019
7IM Cautious S Inc 0.51 0.53 1.64 4.05 4.63 16/08/2019
7IM CTAK Capiv A Inc -0.27 0.03 -0.27 1.09 -2.39 08/03/2019
7IM Dyn Planner Pfl 4 C Acc -0.29 -0.32 1.34 4.03 6.93 14/06/2019
7IM Dyn Planner Pfl 4 C Inc -0.29 -0.32 1.35 4.03 6.93 14/06/2019
7IM Dyn Planner Pfl 5 C Acc -0.34 -0.28 1.44 4.12 7.71 14/06/2019
7IM Dyn Planner Pfl 5 C Inc -0.33 -0.27 1.45 4.13 7.73 14/06/2019
7IM Dyn Planner Pfl 6 C Acc -0.41 -0.25 1.37 3.96 7.84 14/06/2019
7IM Dyn Planner Pfl 6 C Inc -0.41 -0.25 1.38 3.97 7.86 14/06/2019
7IM Emerging Mkts Eq Val C Inc 0.23 -1.97 -8.01 -1.94 -5.06 16/08/2019
7IM European (ex UK) Equ Val C Inc 0.54 -2.68 -4.04 1.37 1.99 16/08/2019
7IM European (ex UK) Equ Val Z Inc 0.54 -2.68 -4.02 1.43 2.11 16/08/2019
7IM Income Portfolio A Grs Inc 0.03 -0.11 0.16 3.04 3.60 16/08/2019
7IM Income Portfolio A2 I 0.03 -0.11 0.15 3.02 3.57 16/08/2019
7IM Income Portfolio B Inc 0.03 -0.13 0.08 2.83 3.21 16/08/2019
7IM Matterhorn A Inc -0.17 0.08 -0.05 1.01 -2.28 08/03/2019
7IM Moderately Adventurous A Acc -0.26 -1.34 -2.32 1.21 1.74 16/08/2019
7IM Moderately Adventurous A Inc -0.26 -1.34 -2.35 1.17 1.69 16/08/2019
7IM Moderately Adventurous B Acc -0.26 -1.34 -2.30 1.28 1.87 16/08/2019
7IM Moderately Adventurous C Acc -0.25 -1.33 -2.27 1.35 2.00 16/08/2019
7IM Moderately Adventurous C Inc -0.26 -1.33 -2.29 1.34 2.00 16/08/2019
7IM Moderately Adventurous D Acc -0.26 -1.34 -2.32 1.21 1.74 16/08/2019
7IM Moderately Adventurous D Inc -0.26 -1.34 -2.33 1.22 1.74 16/08/2019
7IM Moderately Adventurous S Acc -0.25 -1.33 -2.25 1.40 2.13 16/08/2019
7IM Moderately Adventurous S Inc -0.25 -1.33 -2.26 1.41 2.14 16/08/2019
7IM Moderately Cautious A Acc -0.08 -0.48 -0.34 2.10 2.89 16/08/2019
7IM Moderately Cautious A Inc -0.08 -0.48 -0.33 2.09 2.89 16/08/2019
7IM Moderately Cautious B Acc -0.08 -0.48 -0.32 2.15 3.00 16/08/2019
7IM Moderately Cautious C Acc -0.08 -0.47 -0.31 2.20 3.10 16/08/2019
7IM Moderately Cautious C Inc -0.08 -0.47 -0.29 2.21 3.10 16/08/2019
7IM Moderately Cautious D Acc -0.08 -0.48 -0.35 2.09 2.89 16/08/2019
7IM Moderately Cautious D Inc -0.07 -0.47 -0.33 2.11 2.90 16/08/2019
7IM Moderately Cautious S Acc -0.08 -0.46 -0.29 2.25 3.20 16/08/2019
7IM Moderately Cautious S Inc -0.08 -0.47 -0.28 2.25 3.21 16/08/2019
7IM Mulgy A -0.18 0.26 -0.31 0.66 -2.26 08/03/2019
7IM Personal Injury A Acc 0.27 0.23 1.14 3.35 3.86 16/08/2019
Fund Name Crown Rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
7IM Adventurous S Inc 1 -3.19 5.20 12.07 6.02 10.01
7IM Arden A 5 -2.03 9.52 18.45 -3.81 7.54
7IM Balanced A Acc 1 -0.88 1.59 5.86 4.22 5.90
7IM Balanced A Inc 1 -0.88 1.58 5.86 4.20 5.89
7IM Balanced B Acc 1 -0.62 1.84 6.13 4.48 6.14
7IM Balanced C Acc 1 -0.37 2.10 6.39 4.76 6.39
7IM Balanced C Inc 1 -0.37 2.10 6.39 4.76 6.38
7IM Balanced D Acc 1 -0.87 1.59 5.86 4.21 5.90
7IM Balanced D Inc 1 -0.87 1.60 5.86 4.21 5.89
7IM Balanced S Acc 1 -0.13 2.37 6.66 5.03 6.61
7IM Balanced S Inc 1 -0.11 2.35 6.66 5.03 6.61
7IM Capital Strategy A 1 -3.43 4.18 7.84 - -
7IM Cautious C Acc 3 4.37 1.13 2.27 4.84 -
7IM Cautious C Inc 3 4.38 1.12 2.32 4.82 -
7IM Cautious S Acc 3 4.59 1.33 2.47 5.02 -
7IM Cautious S Inc 3 4.58 1.32 2.52 5.09 -
7IM CTAK Capiv A Inc -1.91 - - - -
7IM Dyn Planner Pfl 4 C Acc 3.99 - - - -
7IM Dyn Planner Pfl 4 C Inc 3.97 - - - -
7IM Dyn Planner Pfl 5 C Acc 3.48 - - - -
7IM Dyn Planner Pfl 5 C Inc 3.46 - - - -
7IM Dyn Planner Pfl 6 C Acc 2.37 - - - -
7IM Dyn Planner Pfl 6 C Inc 2.35 - - - -
7IM Emerging Mkts Eq Val C Inc 1 -5.95 -8.56 12.77 33.13 -
7IM European (ex UK) Equ Val C Inc 3 -1.75 3.26 23.69 8.22 -
7IM European (ex UK) Equ Val Z Inc 3 -1.51 3.52 23.99 8.46 -
7IM Income Portfolio A Grs Inc 3 1.71 3.02 5.03 10.14 1.99
7IM Income Portfolio A2 I 3 1.68 3.02 5.03 10.14 1.99
7IM Income Portfolio B Inc 3 1.40 - - - -
7IM Matterhorn A Inc - - - - -
7IM Moderately Adventurous A Acc 1 -2.28 2.99 9.80 4.80 7.69
7IM Moderately Adventurous A Inc 1 -2.32 2.99 9.81 4.73 7.71
7IM Moderately Adventurous B Acc 1 -2.03 3.25 10.08 5.06 7.97
7IM Moderately Adventurous C Acc 1 -1.78 3.51 10.36 5.32 8.24
7IM Moderately Adventurous C Inc 1 -1.78 3.51 10.35 5.30 8.25
7IM Moderately Adventurous D Acc 1 -2.28 2.99 9.81 4.79 7.70
7IM Moderately Adventurous D Inc 1 -2.28 2.99 9.80 4.71 7.71
7IM Moderately Adventurous S Acc 1 -1.53 3.76 10.60 5.59 8.51
7IM Moderately Adventurous S Inc 1 -1.52 3.77 10.62 5.56 8.52
7IM Moderately Cautious A Acc 1 0.84 -0.58 2.97 3.60 4.63
7IM Moderately Cautious A Inc 1 0.82 -0.58 2.95 2.83 3.88
7IM Moderately Cautious B Acc 1 1.00 -0.35 3.17 3.80 4.84
7IM Moderately Cautious C Acc 1 1.15 -0.10 3.38 4.02 5.05
7IM Moderately Cautious C Inc 1 1.14 -0.11 3.37 4.03 5.03
7IM Moderately Cautious D Acc 1 0.82 -0.57 2.97 3.59 4.63
7IM Moderately Cautious D Inc 1 0.86 -0.55 2.96 3.57 4.61
7IM Moderately Cautious S Acc 1 1.31 0.13 3.59 4.22 5.27
7IM Moderately Cautious S Inc 1 1.30 0.14 3.57 4.23 5.25
7IM Mulgy A -1.46 - - - -
7IM Personal Injury A Acc 2 3.51 0.60 2.03 4.66 3.38
Fund Name Currency Minimum Initial Investmnt (£k) Minimum Top Up (£k) Standard Initial Charge (%) Annual Managmnt Charge (%) Total Expense Ratio (%) Ongoing Charge (%)
7IM Adventurous S Inc GBX 10,000.0 0.0 5.00 0.65 - 1.280
7IM Arden A GBX 250.0 0.0 10.00 0.50 1.69 1.690
7IM Balanced A Acc GBX 500.0 0.0 4.00 1.40 1.91 1.840
7IM Balanced A Inc GBX 500.0 0.0 4.00 1.40 1.91 1.840
7IM Balanced B Acc GBX 500.0 0.0 4.00 1.15 1.66 1.590
7IM Balanced C Acc GBX 1.0 0.0 0.00 0.90 1.26 1.340
7IM Balanced C Inc GBX 1.0 0.0 0.00 0.90 1.41 1.340
7IM Balanced D Acc GBX 1.0 0.0 4.00 1.40 1.91 1.840
7IM Balanced D Inc GBX 1.0 0.0 4.00 1.40 1.91 1.840
7IM Balanced S Acc GBX 10,000.0 0.0 5.00 0.65 1.01 1.090
7IM Balanced S Inc GBX 10,000.0 0.0 5.00 0.65 - 1.090
7IM Capital Strategy A GBX 250.0 0.0 10.00 0.55 1.94 1.940
7IM Cautious C Acc GBX 1.0 0.0 0.00 0.50 - 0.790
7IM Cautious C Inc GBX 1.0 0.0 0.00 0.50 - 0.790
7IM Cautious S Acc GBX 10,000.0 0.0 5.00 0.25 - 0.540
7IM Cautious S Inc GBX 10,000.0 0.0 5.00 0.25 - 0.540
7IM CTAK Capiv A Inc GBX 250.0 250.0 10.00 0.50 1.55 1.550
7IM Dyn Planner Pfl 4 C Acc GBX 1.0 0.0 0.00 0.25 - 0.300
7IM Dyn Planner Pfl 4 C Inc GBX 1.0 0.0 0.00 0.25 - 0.300
7IM Dyn Planner Pfl 5 C Acc GBX 1.0 0.0 0.00 0.25 - 0.300
7IM Dyn Planner Pfl 5 C Inc GBX 1.0 0.0 0.00 0.25 - 0.300
7IM Dyn Planner Pfl 6 C Acc GBX 1.0 0.0 0.00 0.25 - 0.290
7IM Dyn Planner Pfl 6 C Inc GBX 1.0 0.0 0.00 0.25 - 0.290
7IM Emerging Mkts Eq Val C Inc GBX 1.0 0.0 0.00 0.25 - 0.400
7IM European (ex UK) Equ Val C Inc GBX 1.0 0.0 0.00 0.25 - 0.350
7IM European (ex UK) Equ Val Z Inc GBX 30,000.0 5,000.0 5.00 0.00 - 0.100
7IM Income Portfolio A Grs Inc GBX 1.0 0.0 0.00 0.75 1.45 1.390
7IM Income Portfolio A2 I GBX 1.0 0.0 0.00 0.75 1.45 1.390
7IM Income Portfolio B Inc GBX 10,000.0 0.0 0.00 0.75 1.30 1.240
7IM Matterhorn A Inc GBX 250.0 0.0 10.00 - - -
7IM Moderately Adventurous A Acc GBX 500.0 0.0 4.00 1.40 2.00 1.940
7IM Moderately Adventurous A Inc GBX 500.0 0.0 4.00 1.40 2.00 1.940
7IM Moderately Adventurous B Acc GBX 500.0 0.0 4.00 1.15 1.75 1.690
7IM Moderately Adventurous C Acc GBX 1.0 0.0 0.00 0.90 1.33 1.440
7IM Moderately Adventurous C Inc GBX 1.0 0.0 0.00 0.90 1.50 1.440
7IM Moderately Adventurous D Acc GBX 1.0 0.0 4.00 1.40 2.00 1.940
7IM Moderately Adventurous D Inc GBX 1.0 0.0 4.00 1.40 2.00 1.940
7IM Moderately Adventurous S Acc GBX 10,000.0 0.0 5.00 0.65 1.08 1.190
7IM Moderately Adventurous S Inc GBX 10,000.0 0.0 5.00 0.65 - 1.190
7IM Moderately Cautious A Acc GBX 500.0 0.0 4.00 1.40 1.86 1.820
7IM Moderately Cautious A Inc GBX 500.0 0.0 4.00 1.40 1.86 1.820
7IM Moderately Cautious B Acc GBX 500.0 0.0 4.00 1.15 1.61 1.570
7IM Moderately Cautious C Acc GBX 1.0 0.0 0.00 0.90 1.26 1.320
7IM Moderately Cautious C Inc GBX 1.0 0.0 0.00 0.90 1.36 1.320
7IM Moderately Cautious D Acc GBX 1.0 0.0 4.00 1.40 1.88 1.820
7IM Moderately Cautious D Inc GBX 1.0 0.0 4.00 1.40 1.86 1.820
7IM Moderately Cautious S Acc GBX 10,000.0 0.0 5.00 0.65 1.01 1.070
7IM Moderately Cautious S Inc GBX 10,000.0 0.0 5.00 0.65 - 1.070
7IM Mulgy A GBX 250.0 0.0 10.00 0.50 1.95 1.950
7IM Personal Injury A Acc GBX 500.0 0.0 4.00 1.25 1.51 1.380
Showing 50 records (51 to 100) out of 14,959
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