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You are here: Manager factsheet

7IM - Asset Allocation

7IM Investment Funds
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Manager biography not available
Total return for 7IM - Asset Allocation
 
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : 7IM - Asset Allocation

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
7IM - Asset Allocation 7.8 12.7 9.0 -2.0 8.1 19.4 -19.1 4.2 7.0 16.5
Peer Group Composite 5.4 9.3 8.3 -0.4 8.4 19.9 -19.8 3.2 8.5 14.7
Over / Under 2.4 3.4 0.7 -1.6 -0.3 -0.5 0.7 1.0 -1.5 1.8
Performance vs peer group composite: 7IM - Asset Allocation
How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
7IM Adventurous Lead manager UT Flexible Investment since Dec 12 2003 to present
7IM Balanced Lead manager UT Mixed Investment 20%-60% Shares since Dec 12 2003 to present
7IM Moderately Adventurous Lead manager UT Mixed Investment 40%-85% Shares since Dec 12 2003 to present
7IM Moderately Cautious Lead manager UT Mixed Investment 0%-35% Shares since Dec 12 2003 to present
7IM AAP Income Lead manager UT Mixed Investment 0%-35% Shares since Sep 30 2005 to present
7IM Sustainable Balance Lead manager UT Mixed Investment 20%-60% Shares since Feb 01 2007 to present
7IM AAP Adventurous Lead manager UT Flexible Investment since Mar 27 2008 to present
7IM AAP Balanced Lead manager UT Mixed Investment 20%-60% Shares since Mar 27 2008 to present
7IM AAP Moderately Adventurous Lead manager UT Mixed Investment 40%-85% Shares since Mar 27 2008 to present
7IM AAP Moderately Cautious Lead manager UT Mixed Investment 0%-35% Shares since Mar 27 2008 to present
7IM Personal Injury Lead manager UT Mixed Investment 0%-35% Shares since Oct 05 2009 to present
7IM Unconstrained Lead manager UT Targeted Absolute Return since Jan 30 2012 to present
Funds managed previously
Fund Periods
No previously managed funds