Fund Screener

 
 
 
 
 
 
 
 
Fund Name Crown Rating 1 Year Performance (%) 3 Years Performance (%) 5 Years Performance (%) Yield (%)
7IM Balanced A Inc 1 -3.14 11.40 19.05 1.20
7IM Balanced B Acc 1 -2.90 12.28 20.52 1.30
7IM Balanced C Acc 1 -2.65 13.13 21.97 1.40
7IM Balanced C Inc 1 -2.64 13.12 21.96 1.40
7IM Balanced D Acc 1 -3.13 11.43 19.08 1.20
7IM Balanced D Inc 1 -3.13 11.41 19.08 1.20
7IM Balanced S Acc 1 -2.40 14.00 0.00 1.60
7IM Balanced S Inc 1 -2.41 13.99 0.00 1.60
7IM Cautious C Acc 1 -1.24 8.02 0.00 1.40
7IM Cautious C Inc 1 -1.24 8.07 0.00 1.40
7IM Cautious S Acc 1 -1.04 8.65 0.00 1.40
7IM Cautious S Inc 1 -1.04 8.75 0.00 1.40
7IM Dyn Planner Pfl 4 C Acc -0.09 0.00 0.00 0.70
7IM Dyn Planner Pfl 4 C Inc -0.09 0.00 0.00 0.70
7IM Dyn Planner Pfl 5 C Acc -0.55 0.00 0.00 0.60
7IM Dyn Planner Pfl 5 C Inc -0.56 0.00 0.00 0.60
7IM Dyn Planner Pfl 6 C Acc -1.08 0.00 0.00 0.50
7IM Dyn Planner Pfl 6 C Inc -1.07 0.00 0.00 0.50
7IM Emerging Mkts Eq Val C Inc -16.76 26.06 0.00 3.10
7IM Emerging Mkts Eq Val Z Inc -16.58 27.05 0.00 3.10
7IM European (ex UK) Equ Val C Inc 3 -3.03 37.78 0.00 3.40
7IM European (ex UK) Equ Val Z Inc 3 -2.79 38.77 0.00 3.40
7IM Moderately Adventurous A Acc 1 -3.66 16.83 26.34 0.10
7IM Moderately Adventurous A Inc 1 -3.66 16.77 26.20 0.10
7IM Moderately Adventurous B Acc 1 -3.42 17.71 27.91 0.40
7IM Moderately Adventurous C Acc 1 -3.18 18.60 29.53 0.60
7IM Moderately Adventurous C Inc 1 -3.18 18.58 29.52 0.60
7IM Moderately Adventurous D Acc 1 -3.66 16.83 26.33 0.10
7IM Moderately Adventurous D Inc 1 -3.66 16.74 26.23 0.10
7IM Moderately Adventurous S Acc 1 -2.94 19.48 0.00 0.90
7IM Moderately Adventurous S Inc 1 -2.93 19.47 0.00 0.90
7IM Moderately Cautious A Acc 1 -3.72 5.40 11.53 1.90
7IM Moderately Cautious A Inc 1 -3.72 4.59 9.90 1.90
7IM Moderately Cautious B Acc 1 -3.49 6.08 12.69 1.90
7IM Moderately Cautious C Acc 1 -3.25 6.77 13.88 1.90
7IM Moderately Cautious C Inc 1 -3.25 6.75 13.86 1.90
7IM Moderately Cautious D Acc 1 -3.72 5.40 11.52 1.90
7IM Moderately Cautious D Inc 1 -3.70 5.36 11.48 1.90
7IM Moderately Cautious S Acc 1 -3.02 7.46 0.00 1.90
7IM Moderately Cautious S Inc 1 -3.01 7.45 0.00 1.90
7IM Personal Injury A Acc 1 -1.81 7.13 12.04 1.60
7IM Personal Injury B Acc 1 -1.22 9.08 15.35 1.60
7IM Personal Injury B Inc 1 -1.23 9.04 15.33 1.60
7IM Personal Injury C Acc 1 -1.22 9.08 15.46 1.60
7IM Personal Injury C Inc 1 -1.23 9.04 15.41 1.60
7IM Personal Injury D Acc 1 -1.93 6.86 11.50 1.60
7IM Personal Injury D Inc 1 -1.93 6.78 11.41 1.60
7IM Personal Injury E Acc 1 -1.62 7.78 13.18 1.60
7IM Personal Injury S Acc 1 -1.03 9.74 0.00 1.60
7IM Personal Injury S Inc 1 -1.02 9.69 0.00 1.60
Fund Name 1 Day Return (%) 1 Week Return (%) 1 Month Return (%) 3 Months Return (%) 6 Months Return (%) Price Date
7IM Balanced A Inc 0.54 -1.53 -2.56 -3.44 -2.10 17/10/2018
7IM Balanced B Acc 0.54 -1.52 -2.54 -3.38 -1.99 17/10/2018
7IM Balanced C Acc 0.54 -1.51 -2.52 -3.32 -1.86 17/10/2018
7IM Balanced C Inc 0.54 -1.51 -2.52 -3.32 -1.86 17/10/2018
7IM Balanced D Acc 0.54 -1.52 -2.56 -3.44 -2.11 17/10/2018
7IM Balanced D Inc 0.54 -1.52 -2.56 -3.43 -2.10 17/10/2018
7IM Balanced S Acc 0.54 -1.51 -2.50 -3.26 -1.74 17/10/2018
7IM Balanced S Inc 0.55 -1.50 -2.50 -3.26 -1.74 17/10/2018
7IM Cautious C Acc 0.18 -0.54 -1.08 -1.46 -0.26 17/10/2018
7IM Cautious C Inc 0.17 -0.54 -1.07 -1.46 -0.27 17/10/2018
7IM Cautious S Acc 0.17 -0.54 -1.06 -1.41 -0.16 17/10/2018
7IM Cautious S Inc 0.18 -0.53 -1.06 -1.41 -0.17 17/10/2018
7IM Dyn Planner Pfl 4 C Acc 0.91 -0.66 -1.70 -2.28 1.80 17/10/2018
7IM Dyn Planner Pfl 4 C Inc 0.91 -0.66 -1.69 -2.29 1.79 17/10/2018
7IM Dyn Planner Pfl 5 C Acc 1.16 -0.97 -2.07 -2.71 1.71 17/10/2018
7IM Dyn Planner Pfl 5 C Inc 1.16 -0.98 -2.07 -2.72 1.71 17/10/2018
7IM Dyn Planner Pfl 6 C Acc 1.24 -1.19 -2.37 -3.31 1.55 17/10/2018
7IM Dyn Planner Pfl 6 C Inc 1.25 -1.19 -2.37 -3.32 1.56 17/10/2018
7IM Emerging Mkts Eq Val C Inc 1.46 -0.99 -3.60 -9.41 -10.92 17/10/2018
7IM Emerging Mkts Eq Val Z Inc 1.45 -0.99 -3.58 -9.35 -10.82 17/10/2018
7IM European (ex UK) Equ Val C Inc 1.57 -1.13 -3.43 -3.43 -1.90 17/10/2018
7IM European (ex UK) Equ Val Z Inc 1.56 -1.12 -3.41 -3.37 -1.77 17/10/2018
7IM Moderately Adventurous A Acc 0.66 -2.12 -3.56 -4.55 -2.62 17/10/2018
7IM Moderately Adventurous A Inc 0.66 -2.12 -3.56 -4.55 -2.62 17/10/2018
7IM Moderately Adventurous B Acc 0.66 -2.11 -3.54 -4.48 -2.50 17/10/2018
7IM Moderately Adventurous C Acc 0.66 -2.11 -3.52 -4.43 -2.38 17/10/2018
7IM Moderately Adventurous C Inc 0.66 -2.11 -3.52 -4.43 -2.38 17/10/2018
7IM Moderately Adventurous D Acc 0.66 -2.12 -3.56 -4.55 -2.62 17/10/2018
7IM Moderately Adventurous D Inc 0.66 -2.12 -3.56 -4.55 -2.62 17/10/2018
7IM Moderately Adventurous S Acc 0.66 -2.10 -3.50 -4.36 -2.25 17/10/2018
7IM Moderately Adventurous S Inc 0.66 -2.10 -3.49 -4.37 -2.25 17/10/2018
7IM Moderately Cautious A Acc 0.39 -0.86 -1.86 -2.70 -2.50 17/10/2018
7IM Moderately Cautious A Inc 0.39 -0.86 -1.87 -2.70 -2.50 17/10/2018
7IM Moderately Cautious B Acc 0.39 -0.85 -1.84 -2.63 -2.37 17/10/2018
7IM Moderately Cautious C Acc 0.39 -0.85 -1.82 -2.57 -2.25 17/10/2018
7IM Moderately Cautious C Inc 0.39 -0.84 -1.82 -2.57 -2.25 17/10/2018
7IM Moderately Cautious D Acc 0.39 -0.85 -1.86 -2.70 -2.50 17/10/2018
7IM Moderately Cautious D Inc 0.39 -0.86 -1.86 -2.68 -2.48 17/10/2018
7IM Moderately Cautious S Acc 0.39 -0.85 -1.80 -2.54 -2.12 17/10/2018
7IM Moderately Cautious S Inc 0.39 -0.84 -1.80 -2.53 -2.11 17/10/2018
7IM Personal Injury A Acc 0.20 -0.56 -1.09 -1.56 -0.56 17/10/2018
7IM Personal Injury B Acc 0.20 -0.55 -1.04 -1.41 -0.26 17/10/2018
7IM Personal Injury B Inc 0.20 -0.55 -1.05 -1.43 -0.26 17/10/2018
7IM Personal Injury C Acc 0.20 -0.55 -1.04 -1.41 -0.26 17/10/2018
7IM Personal Injury C Inc 0.20 -0.55 -1.05 -1.43 -0.26 17/10/2018
7IM Personal Injury D Acc 0.20 -0.56 -1.10 -1.59 -0.62 17/10/2018
7IM Personal Injury D Inc 0.20 -0.57 -1.11 -1.60 -0.62 17/10/2018
7IM Personal Injury E Acc 0.20 -0.56 -1.08 -1.52 -0.46 17/10/2018
7IM Personal Injury S Acc 0.20 -0.54 -1.03 -1.37 -0.16 17/10/2018
7IM Personal Injury S Inc 0.20 -0.54 -1.03 -1.37 -0.15 17/10/2018
Fund Name Crown Rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
7IM Balanced A Inc 1 -3.14 5.29 9.23 5.72 1.09
7IM Balanced B Acc 1 -2.90 5.56 9.53 5.98 1.29
7IM Balanced C Acc 1 -2.65 5.82 9.82 6.22 1.49
7IM Balanced C Inc 1 -2.64 5.82 9.81 6.23 1.49
7IM Balanced D Acc 1 -3.13 5.30 9.24 5.72 1.09
7IM Balanced D Inc 1 -3.13 5.29 9.23 5.72 1.09
7IM Balanced S Acc 1 -2.40 6.09 10.10 6.46 -
7IM Balanced S Inc 1 -2.41 6.09 10.09 6.47 -
7IM Cautious C Acc 1 -1.24 2.39 6.83 - -
7IM Cautious C Inc 1 -1.24 2.43 6.83 - -
7IM Cautious S Acc 1 -1.04 2.59 7.03 - -
7IM Cautious S Inc 1 -1.04 2.64 7.07 - -
7IM Dyn Planner Pfl 4 C Acc -0.09 - - - -
7IM Dyn Planner Pfl 4 C Inc -0.09 - - - -
7IM Dyn Planner Pfl 5 C Acc -0.55 - - - -
7IM Dyn Planner Pfl 5 C Inc -0.56 - - - -
7IM Dyn Planner Pfl 6 C Acc -1.08 - - - -
7IM Dyn Planner Pfl 6 C Inc -1.07 - - - -
7IM Emerging Mkts Eq Val C Inc -16.76 12.74 34.32 - -
7IM Emerging Mkts Eq Val Z Inc -16.58 13.08 34.70 - -
7IM European (ex UK) Equ Val C Inc 3 -3.03 24.38 14.23 - -
7IM European (ex UK) Equ Val Z Inc 3 -2.79 24.69 14.48 - -
7IM Moderately Adventurous A Acc 1 -3.66 9.10 11.15 8.03 0.10
7IM Moderately Adventurous A Inc 1 -3.66 9.10 11.10 8.04 0.03
7IM Moderately Adventurous B Acc 1 -3.42 9.37 11.43 8.31 0.33
7IM Moderately Adventurous C Acc 1 -3.18 9.66 11.71 8.58 0.58
7IM Moderately Adventurous C Inc 1 -3.18 9.65 11.69 8.58 0.59
7IM Moderately Adventurous D Acc 1 -3.66 9.10 11.15 8.04 0.09
7IM Moderately Adventurous D Inc 1 -3.66 9.10 11.07 8.04 0.08
7IM Moderately Adventurous S Acc 1 -2.94 9.90 12.00 8.84 -
7IM Moderately Adventurous S Inc 1 -2.93 9.91 11.98 8.85 -
7IM Moderately Cautious A Acc 1 -3.72 2.54 6.76 3.98 1.76
7IM Moderately Cautious A Inc 1 -3.72 2.53 5.95 3.26 1.76
7IM Moderately Cautious B Acc 1 -3.49 2.75 6.97 4.19 1.96
7IM Moderately Cautious C Acc 1 -3.25 2.95 7.19 4.39 2.16
7IM Moderately Cautious C Inc 1 -3.25 2.95 7.17 4.40 2.17
7IM Moderately Cautious D Acc 1 -3.72 2.54 6.76 3.98 1.76
7IM Moderately Cautious D Inc 1 -3.70 2.54 6.71 3.98 1.75
7IM Moderately Cautious S Acc 1 -3.02 3.16 7.41 4.60 -
7IM Moderately Cautious S Inc 1 -3.01 3.15 7.40 4.60 -
7IM Personal Injury A Acc 1 -1.81 2.21 6.75 2.97 1.57
7IM Personal Injury B Acc 1 -1.22 2.83 7.40 3.58 2.09
7IM Personal Injury B Inc 1 -1.23 2.84 7.35 3.60 2.09
7IM Personal Injury C Acc 1 -1.22 2.83 7.39 3.60 2.18
7IM Personal Injury C Inc 1 -1.23 2.84 7.35 3.59 2.18
7IM Personal Injury D Acc 1 -1.93 2.09 6.74 2.86 1.44
7IM Personal Injury D Inc 1 -1.93 2.08 6.65 2.86 1.44
7IM Personal Injury E Acc 1 -1.62 2.42 6.97 3.18 1.77
7IM Personal Injury S Acc 1 -1.03 3.04 7.61 3.79 -
7IM Personal Injury S Inc 1 -1.02 3.03 7.57 3.80 -
Fund Name Currency Minimum Initial Investmnt (£k) Minimum Top Up (£k) Standard Initial Charge (%) Annual Managmnt Charge (%) Total Expense Ratio (%) Ongoing Charge (%)
7IM Balanced A Inc GBX 500.0 0.0 4.00 1.40 1.91 1.860
7IM Balanced B Acc GBX 500.0 0.0 4.00 1.15 1.66 1.610
7IM Balanced C Acc GBX 1.0 0.0 0.00 0.90 1.26 1.360
7IM Balanced C Inc GBX 1.0 0.0 0.00 0.90 1.41 1.360
7IM Balanced D Acc GBX 1.0 0.0 4.00 1.40 1.91 1.860
7IM Balanced D Inc GBX 1.0 0.0 4.00 1.40 1.91 1.860
7IM Balanced S Acc GBX 10,000.0 0.0 5.00 0.65 1.01 1.110
7IM Balanced S Inc GBX 10,000.0 0.0 5.00 0.65 - 1.110
7IM Cautious C Acc GBX 1.0 0.0 0.00 0.50 - 0.820
7IM Cautious C Inc GBX 1.0 0.0 0.00 0.50 - 0.820
7IM Cautious S Acc GBX 10,000.0 0.0 5.00 0.25 - 0.570
7IM Cautious S Inc GBX 10,000.0 0.0 5.00 0.25 - 0.570
7IM Dyn Planner Pfl 4 C Acc GBX 1.0 0.0 0.00 0.25 - 0.320
7IM Dyn Planner Pfl 4 C Inc GBX 1.0 0.0 0.00 0.25 - 0.320
7IM Dyn Planner Pfl 5 C Acc GBX 1.0 0.0 0.00 0.25 - 0.340
7IM Dyn Planner Pfl 5 C Inc GBX 1.0 0.0 0.00 0.25 - 0.340
7IM Dyn Planner Pfl 6 C Acc GBX 1.0 0.0 0.00 0.25 - 0.340
7IM Dyn Planner Pfl 6 C Inc GBX 1.0 0.0 0.00 0.25 - 0.340
7IM Emerging Mkts Eq Val C Inc GBX 1.0 0.0 0.00 0.25 - 0.400
7IM Emerging Mkts Eq Val Z Inc GBX 30,000.0 5,000.0 5.00 0.00 - 0.150
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 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 Personal Injury A Acc GBX 500.0 0.0 4.00 1.25 1.51 1.440
7IM Personal Injury B Acc GBX 500.0 0.0 4.00 0.50 1.01 0.690
7IM Personal Injury B Inc GBX 500.0 0.0 4.00 0.50 1.01 0.690
7IM Personal Injury C Acc GBX 1.0 0.0 0.00 0.50 0.76 0.690
7IM Personal Injury C Inc GBX 1.0 0.0 0.00 0.50 0.76 0.690
7IM Personal Injury D Acc GBX 1.0 0.0 4.00 1.40 1.66 1.590
7IM Personal Injury D Inc GBX 1.0 0.0 4.00 1.40 1.66 1.590
7IM Personal Injury E Acc GBX 500.0 0.0 4.00 1.00 1.27 1.190
7IM Personal Injury S Acc GBX 10,000.0 0.0 5.00 0.25 - 0.440
7IM Personal Injury S Inc GBX 10,000.0 0.0 5.00 0.25 - 0.440
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