LSE - Delayed Quote GBp

7IM Dynamic Planner Portfolio 5 C Inc (0P0001BI7I.L)

104.00
+1.00
+(0.97%)
At close: May 30 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return --
5y Average Return --
Number of Years Up --
Number of Years Down 1
Best 1Y Total Return -4.43%
Worst 1Y Total Return -4.43%
Best 3Y Total Return -4.43%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001BI7I.L
Category
YTD
7.65%
0.00%
1-Month
-0.96%
0.00%
3-Month
3.63%
0.00%
1-Year
1.95%
0.00%
3-Year
0.00%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001BI7I.L
Category
2019
--
--
2018
-4.43%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2019 6.72% -- -- --
2018 -4.06% 5.13% 0.54% -5.76%
2017 2.06% -- -- --

Rank in Category (By Total Return)

YTD 51
1-Month 19
3-Month 22
1-Year 26
3-Year --
5-Year --

Load Adjusted Returns

1-Year 1.95%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category GBP Allocation 60-80% Equity
Fund Family 7IM
Net Assets 1.28M
YTD Return 7.65%
Yield 1.34%
Morningstar Rating --
Inception Date Sep 18, 2017

Fund Summary

The aim of the Sub-fund is to achieve long term capital growth with income generation and to keep the Sub-fund within the pre-determined risk band .

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