Fund Screener

 
 
 
 
 
 
 
 
Fund Name Crown Rating 1 Year Performance (%) 3 Years Performance (%) 5 Years Performance (%) Yield (%)
7IM Adventurous S Inc 1 2.46 12.23 35.95 0.80
7IM Arden A 5 -2.03 27.10 31.48 0.28
7IM Balanced A Acc 1 2.70 5.08 19.23 1.20
7IM Balanced A Inc 1 2.69 5.06 19.18 1.20
7IM Balanced B Acc 1 2.95 5.87 20.72 1.30
7IM Balanced C Acc 1 3.21 6.66 22.23 1.30
7IM Balanced C Inc 1 3.21 6.66 22.23 1.40
7IM Balanced D Acc 1 2.70 5.08 19.22 1.20
7IM Balanced D Inc 1 2.70 5.08 19.21 1.20
7IM Balanced S Acc 1 3.47 7.48 23.75 1.50
7IM Balanced S Inc 1 3.48 7.47 23.74 1.50
7IM Capital Strategy A 1 -3.43 8.49 0.00 0.00
7IM Cautious C Acc 3 6.73 7.90 0.00 1.20
7IM Cautious C Inc 3 6.73 7.95 0.00 1.20
7IM Cautious S Acc 3 6.95 8.54 0.00 1.20
7IM Cautious S Inc 3 6.93 8.58 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 6.83 -4.14 0.00 2.90
7IM European (ex UK) Equ Val C Inc 3 6.82 24.39 0.00 3.60
7IM European (ex UK) Equ Val Z Inc 3 7.08 25.33 0.00 3.60
7IM Income Portfolio A Grs Inc 3 2.88 8.12 23.84 3.00
7IM Income Portfolio A2 I 3 2.75 7.98 23.68 1.30
7IM Income Portfolio B Inc 3 2.39 0.00 0.00 3.10
7IM Matterhorn A Inc 0.00 0.00 0.00 0.00
7IM Moderately Adventurous A Acc 1 2.75 8.52 27.30 0.30
7IM Moderately Adventurous A Inc 1 2.74 8.51 27.24 0.40
7IM Moderately Adventurous B Acc 1 3.00 9.33 28.91 0.60
7IM Moderately Adventurous C Acc 1 3.26 10.16 30.53 0.80
7IM Moderately Adventurous C Inc 1 3.26 10.15 30.51 0.80
7IM Moderately Adventurous D Acc 1 2.75 8.51 27.30 0.30
7IM Moderately Adventurous D Inc 1 2.74 8.51 27.21 0.30
7IM Moderately Adventurous S Acc 1 3.52 10.96 32.15 1.10
7IM Moderately Adventurous S Inc 1 3.53 11.00 32.17 1.10
7IM Moderately Cautious A Acc 1 3.42 2.27 12.05 1.70
7IM Moderately Cautious A Inc 1 3.40 2.24 10.38 1.70
7IM Moderately Cautious B Acc 1 3.56 2.86 13.15 1.70
7IM Moderately Cautious C Acc 1 3.73 3.49 14.29 1.70
7IM Moderately Cautious C Inc 1 3.72 3.46 14.25 1.70
7IM Moderately Cautious D Acc 1 3.41 2.26 12.02 1.70
7IM Moderately Cautious D Inc 1 3.45 2.30 12.03 1.80
7IM Moderately Cautious S Acc 1 3.89 4.10 15.44 1.70
7IM Moderately Cautious S Inc 1 3.88 4.10 15.42 1.70
7IM Mulgy A -1.46 0.00 0.00 0.00
7IM Personal Injury A Acc 2 5.49 6.01 15.25 1.40
Fund Name 1 Day Return (%) 1 Week Return (%) 1 Month Return (%) 3 Months Return (%) 6 Months Return (%) Price Date
7IM Adventurous S Inc -0.72 0.01 -0.90 -1.47 0.04 11/10/2019
7IM Arden A -0.23 0.42 -0.22 1.45 -2.71 08/03/2019
7IM Balanced A Acc -0.56 -0.17 -0.57 -0.84 0.86 11/10/2019
7IM Balanced A Inc -0.56 -0.17 -0.58 -0.83 0.86 11/10/2019
7IM Balanced B Acc -0.56 -0.17 -0.56 -0.78 0.99 11/10/2019
7IM Balanced C Acc -0.56 -0.16 -0.54 -0.72 1.12 11/10/2019
7IM Balanced C Inc -0.56 -0.16 -0.54 -0.70 1.12 11/10/2019
7IM Balanced D Acc -0.56 -0.18 -0.58 -0.84 0.86 11/10/2019
7IM Balanced D Inc -0.56 -0.18 -0.57 -0.83 0.87 11/10/2019
7IM Balanced S Acc -0.56 -0.16 -0.52 -0.65 1.24 11/10/2019
7IM Balanced S Inc -0.55 -0.16 -0.52 -0.64 1.24 11/10/2019
7IM Capital Strategy A -0.30 0.48 -0.15 0.82 -5.30 08/03/2019
7IM Cautious C Acc 0.32 0.45 0.48 1.51 3.82 11/10/2019
7IM Cautious C Inc 0.32 0.45 0.47 1.50 3.83 11/10/2019
7IM Cautious S Acc 0.32 0.45 0.49 1.56 3.93 11/10/2019
7IM Cautious S Inc 0.32 0.45 0.49 1.53 3.92 11/10/2019
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 -0.65 0.21 -1.64 -5.44 -6.50 11/10/2019
7IM European (ex UK) Equ Val C Inc -0.48 1.33 -1.59 -0.79 1.75 11/10/2019
7IM European (ex UK) Equ Val Z Inc -0.48 1.33 -1.58 -0.73 1.88 11/10/2019
7IM Income Portfolio A Grs Inc 0.14 0.42 0.11 0.43 2.62 11/10/2019
7IM Income Portfolio A2 I 0.14 0.42 0.08 0.32 2.48 11/10/2019
7IM Income Portfolio B Inc 0.13 0.40 0.04 0.20 2.17 11/10/2019
7IM Matterhorn A Inc -0.17 0.08 -0.05 1.01 -2.28 08/03/2019
7IM Moderately Adventurous A Acc -0.72 -0.12 -0.70 -1.10 0.44 11/10/2019
7IM Moderately Adventurous A Inc -0.71 -0.12 -0.70 -1.08 0.44 11/10/2019
7IM Moderately Adventurous B Acc -0.72 -0.12 -0.68 -1.03 0.57 11/10/2019
7IM Moderately Adventurous C Acc -0.71 -0.11 -0.66 -0.97 0.69 11/10/2019
7IM Moderately Adventurous C Inc -0.71 -0.11 -0.66 -0.98 0.69 11/10/2019
7IM Moderately Adventurous D Acc -0.72 -0.12 -0.70 -1.10 0.44 11/10/2019
7IM Moderately Adventurous D Inc -0.72 -0.12 -0.70 -1.10 0.44 11/10/2019
7IM Moderately Adventurous S Acc -0.71 -0.10 -0.64 -0.90 0.82 11/10/2019
7IM Moderately Adventurous S Inc -0.71 -0.11 -0.64 -0.92 0.83 11/10/2019
7IM Moderately Cautious A Acc -0.54 -0.34 -0.31 -0.20 1.53 11/10/2019
7IM Moderately Cautious A Inc -0.54 -0.34 -0.32 -0.19 1.53 11/10/2019
7IM Moderately Cautious B Acc -0.53 -0.33 -0.30 -0.16 1.63 11/10/2019
7IM Moderately Cautious C Acc -0.53 -0.33 -0.28 -0.10 1.74 11/10/2019
7IM Moderately Cautious C Inc -0.53 -0.34 -0.28 -0.09 1.74 11/10/2019
7IM Moderately Cautious D Acc -0.54 -0.34 -0.32 -0.20 1.53 11/10/2019
7IM Moderately Cautious D Inc -0.53 -0.34 -0.31 -0.19 1.53 11/10/2019
7IM Moderately Cautious S Acc -0.53 -0.33 -0.26 -0.05 1.84 11/10/2019
7IM Moderately Cautious S Inc -0.53 -0.33 -0.26 -0.03 1.84 11/10/2019
7IM Mulgy A -0.18 0.26 -0.31 0.66 -2.26 08/03/2019
7IM Personal Injury A Acc -0.09 0.00 0.11 0.91 2.87 11/10/2019
Fund Name Crown Rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
7IM Adventurous S Inc 1 2.46 -1.46 11.16 13.14 7.06
7IM Arden A 5 -2.03 9.52 18.45 -3.81 7.54
7IM Balanced A Acc 1 2.70 -2.35 4.78 9.73 3.41
7IM Balanced A Inc 1 2.69 -2.36 4.78 9.70 3.41
7IM Balanced B Acc 1 2.95 -2.11 5.04 10.01 3.65
7IM Balanced C Acc 1 3.21 -1.86 5.30 10.30 3.89
7IM Balanced C Inc 1 3.21 -1.86 5.30 10.29 3.90
7IM Balanced D Acc 1 2.70 -2.35 4.78 9.72 3.40
7IM Balanced D Inc 1 2.70 -2.34 4.78 9.71 3.40
7IM Balanced S Acc 1 3.47 -1.61 5.57 10.59 4.12
7IM Balanced S Inc 1 3.48 -1.61 5.56 10.58 4.13
7IM Capital Strategy A 1 -3.43 4.18 7.84 - -
7IM Cautious C Acc 3 6.73 -1.18 2.30 6.84 -
7IM Cautious C Inc 3 6.73 -1.17 2.34 6.84 -
7IM Cautious S Acc 3 6.95 -0.98 2.49 7.04 -
7IM Cautious S Inc 3 6.93 -0.98 2.55 7.09 -
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 6.83 -19.04 10.83 35.95 -
7IM European (ex UK) Equ Val C Inc 3 6.82 -5.06 22.65 15.59 -
7IM European (ex UK) Equ Val Z Inc 3 7.08 -4.83 22.98 15.85 -
7IM Income Portfolio A Grs Inc 3 2.88 1.91 3.13 13.97 0.49
7IM Income Portfolio A2 I 3 2.75 1.91 3.13 13.97 0.49
7IM Income Portfolio B Inc 3 2.39 - - - -
7IM Matterhorn A Inc - - - - -
7IM Moderately Adventurous A Acc 1 2.75 -2.44 8.25 11.91 4.82
7IM Moderately Adventurous A Inc 1 2.74 -2.43 8.26 11.85 4.83
7IM Moderately Adventurous B Acc 1 3.00 -2.19 8.52 12.19 5.10
7IM Moderately Adventurous C Acc 1 3.26 -1.95 8.80 12.47 5.35
7IM Moderately Adventurous C Inc 1 3.26 -1.95 8.80 12.46 5.36
7IM Moderately Adventurous D Acc 1 2.75 -2.43 8.25 11.90 4.83
7IM Moderately Adventurous D Inc 1 2.74 -2.43 8.25 11.83 4.83
7IM Moderately Adventurous S Acc 1 3.52 -1.70 9.04 12.76 5.62
7IM Moderately Adventurous S Inc 1 3.53 -1.70 9.07 12.74 5.62
7IM Moderately Cautious A Acc 1 3.42 -3.30 2.26 6.91 2.47
7IM Moderately Cautious A Inc 1 3.40 -3.30 2.26 6.09 1.77
7IM Moderately Cautious B Acc 1 3.56 -3.07 2.47 7.13 2.68
7IM Moderately Cautious C Acc 1 3.73 -2.83 2.68 7.34 2.88
7IM Moderately Cautious C Inc 1 3.72 -2.84 2.67 7.33 2.89
7IM Moderately Cautious D Acc 1 3.41 -3.31 2.27 6.90 2.48
7IM Moderately Cautious D Inc 1 3.45 -3.29 2.25 6.86 2.48
7IM Moderately Cautious S Acc 1 3.89 -2.60 2.87 7.57 3.09
7IM Moderately Cautious S Inc 1 3.88 -2.60 2.88 7.54 3.10
7IM Mulgy A -1.46 - - - -
7IM Personal Injury A Acc 2 5.49 -1.62 2.14 6.82 1.77
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 15,007
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