LSE - Delayed Quote GBP
7IM Select Adventurous C GBP Acc (0P0001HPE5.L)
1.2390
-0.0045
(-0.36%)
As of March 14 at 8:00:00 PM GMT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.67% |
| 5y Average Return | 7.50% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Mar 13, 2025) | 9.80% |
| Worst 1Y Total Return (Mar 13, 2025) | -- |
| Best 3Y Total Return | 9.80% |
| Worst 3Y Total Return | 1.46% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001HPE5.L
Category
- YTD
- 2.76%
- 0.00%
- 1-Month
- -0.90%
- 0.00%
- 3-Month
- 0.81%
- 0.00%
- 1-Year
- 8.54%
- 0.00%
- 3-Year
- 4.29%
- 0.00%
- 5-Year
- 6.27%
- 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
0P0001HPE5.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.95% | 0.20% | 2.37% | -0.24% |
| 2023 | 0.63% | -1.21% | -0.76% | 4.63% |
| 2022 | -2.02% | -6.22% | 0.20% | 3.32% |
| 2021 | 3.97% | 3.53% | 0.40% | 1.60% |
| 2020 | -14.74% | 14.79% | 1.84% | 9.73% |
| 2019 | 0.57% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 22 |
| 1-Month | 21 |
| 3-Month | 58 |
| 1-Year | 83 |
| 3-Year | 82 |
| 5-Year | 74 |
Load Adjusted Returns
| 1-Year | 8.54% |
| 3-Year | 4.29% |
| 5-Year | 6.27% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -1.67% |
| 5y Average Return | 7.50% |
| Rank in Category (ytd) | 22 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.73 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | 7IM |
| Net Assets | 36.9k |
| YTD Return | 2.76% |
| Yield | 0.77% |
| Morningstar Rating | |
| Inception Date | Jul 12, 2019 |
Fund Summary
Fund Summary Information Not Available
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