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You are here: Manager factsheet

7IM - Asset Allocation

7IM Investment Funds
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has made a contribution to 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
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 13.4 0.5 7.0 10.5 7.4 -0.3 3.6 3.8 -10.1 3.8
Peer Group Composite 4.9 1.1 4.3 6.1 7.8 -0.9 7.6 7.2 -10.6 1.4
Over / Under 8.5 -0.6 2.7 4.4 -0.4 0.6 -4.0 -3.4 0.5 2.4
Performance vs peer group composite: 7IM - Asset Allocation
How a manager matches up against their peers gives you some idea of how talented they are. 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
Outperformed peer group composite
6 years
out of a possible 10
Overall markets
Underperformed peer group composite
4 years
out of a possible 10
Rising markets
Outperformed peer group composite
4 years
out of a possible 8
Falling markets
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
7IM Sustainable Balance Co-managed UT Mixed Investment 20%-60% Shares since Feb 01 2007 to present
7IM Unconstrained Lead manager UT Targeted Absolute Return since Jan 30 2012 to present
Funds managed previously
Fund Periods
7IM Sustainable Balance since Feb 02 2007 to Aug 31 2015
7IM Personal Injury since Oct 05 2009 to Aug 31 2015
7IM Cautious since Apr 24 2015 to Aug 31 2015
Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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