Fund Screener

 
 
 
 
 
 
 
 
Fund Name Crown Rating 1 Year Performance (%) 3 Years Performance (%) 5 Years Performance (%) Yield (%)
7IM Balanced A Inc 1 1.48 12.02 26.14 1.20
7IM Balanced B Acc 1 1.74 12.91 27.69 1.30
7IM Balanced C Acc 1 2.00 13.76 29.22 1.40
7IM Balanced C Inc 1 2.00 13.76 29.21 1.40
7IM Balanced D Acc 1 1.49 12.05 26.19 1.20
7IM Balanced D Inc 1 1.50 12.05 26.18 1.20
7IM Balanced S Acc 1 2.26 14.63 0.00 1.50
7IM Balanced S Inc 1 2.25 14.62 0.00 1.60
7IM Cautious C Acc 1 1.10 8.47 0.00 1.40
7IM Cautious C Inc 1 1.09 8.48 0.00 1.40
7IM Cautious S Acc 1 1.30 9.09 0.00 1.40
7IM Cautious S Inc 1 1.29 9.19 0.00 1.40
7IM Dyn Planner Pfl 4 C Acc 0.00 0.00 0.00 0.70
7IM Dyn Planner Pfl 4 C Inc 0.00 0.00 0.00 0.70
7IM Dyn Planner Pfl 5 C Acc 0.00 0.00 0.00 0.60
7IM Dyn Planner Pfl 5 C Inc 0.00 0.00 0.00 0.60
7IM Dyn Planner Pfl 6 C Acc 0.00 0.00 0.00 0.40
7IM Dyn Planner Pfl 6 C Inc 0.00 0.00 0.00 0.40
7IM Emerging Mkts Eq Val C Inc -9.54 38.25 0.00 3.00
7IM Emerging Mkts Eq Val Z Inc -9.35 39.35 0.00 3.00
7IM European (ex UK) Equ Val C Inc 3 3.37 38.63 0.00 3.40
7IM European (ex UK) Equ Val Z Inc 3 3.63 39.63 0.00 3.40
7IM Moderately Adventurous A Acc 1 2.74 18.29 36.72 0.10
7IM Moderately Adventurous A Inc 1 2.74 18.23 36.57 0.10
7IM Moderately Adventurous B Acc 1 2.99 19.18 38.45 0.40
7IM Moderately Adventurous C Acc 1 3.25 20.08 40.21 0.60
7IM Moderately Adventurous C Inc 1 3.25 20.05 40.21 0.60
7IM Moderately Adventurous D Acc 1 2.73 18.28 36.72 0.10
7IM Moderately Adventurous D Inc 1 2.74 18.19 36.63 0.10
7IM Moderately Adventurous S Acc 1 3.50 20.96 0.00 0.90
7IM Moderately Adventurous S Inc 1 3.51 20.94 0.00 0.90
7IM Moderately Cautious A Acc 1 -0.67 6.04 16.23 1.90
7IM Moderately Cautious A Inc 1 -0.66 5.25 14.54 1.90
7IM Moderately Cautious B Acc 1 -0.43 6.72 17.43 1.90
7IM Moderately Cautious C Acc 1 -0.20 7.41 18.66 1.90
7IM Moderately Cautious C Inc 1 -0.19 7.41 18.64 1.90
7IM Moderately Cautious D Acc 1 -0.66 6.04 16.22 1.90
7IM Moderately Cautious D Inc 1 -0.65 6.02 16.18 1.90
7IM Moderately Cautious S Acc 1 0.04 8.09 0.00 1.90
7IM Moderately Cautious S Inc 1 0.04 8.08 0.00 1.90
7IM Personal Injury A Acc 1 0.52 7.48 15.69 1.60
7IM Personal Injury B Acc 1 1.11 9.42 19.07 1.60
7IM Personal Injury B Inc 1 1.12 9.47 19.05 1.60
7IM Personal Injury C Acc 1 1.12 9.43 19.23 1.60
7IM Personal Injury C Inc 1 1.12 9.46 19.17 1.60
7IM Personal Injury D Acc 1 0.40 7.21 15.13 1.60
7IM Personal Injury D Inc 1 0.40 7.20 15.05 1.60
7IM Personal Injury E Acc 1 0.71 8.13 16.87 1.60
7IM Personal Injury S Acc 1 1.32 10.09 0.00 1.60
7IM Personal Injury S Inc 1 1.32 10.12 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 0.06 -1.01 0.34 -0.59 1.08 17/08/2018
7IM Balanced B Acc 0.06 -1.00 0.36 -0.54 1.21 17/08/2018
7IM Balanced C Acc 0.07 -1.00 0.38 -0.47 1.34 17/08/2018
7IM Balanced C Inc 0.06 -1.00 0.38 -0.47 1.34 17/08/2018
7IM Balanced D Acc 0.06 -1.01 0.34 -0.59 1.09 17/08/2018
7IM Balanced D Inc 0.06 -1.01 0.35 -0.59 1.09 17/08/2018
7IM Balanced S Acc 0.06 -0.99 0.40 -0.41 1.47 17/08/2018
7IM Balanced S Inc 0.07 -0.99 0.40 -0.41 1.46 17/08/2018
7IM Cautious C Acc 0.13 -0.24 0.50 0.37 1.20 17/08/2018
7IM Cautious C Inc 0.13 -0.24 0.49 0.36 1.20 17/08/2018
7IM Cautious S Acc 0.14 -0.23 0.51 0.43 1.30 17/08/2018
7IM Cautious S Inc 0.14 -0.24 0.51 0.42 1.30 17/08/2018
7IM Dyn Planner Pfl 4 C Acc 0.10 -0.33 1.33 1.91 5.41 17/08/2018
7IM Dyn Planner Pfl 4 C Inc 0.10 -0.32 1.32 1.92 5.40 17/08/2018
7IM Dyn Planner Pfl 5 C Acc 0.06 -0.71 1.47 1.43 5.36 17/08/2018
7IM Dyn Planner Pfl 5 C Inc 0.07 -0.71 1.46 1.42 5.35 17/08/2018
7IM Dyn Planner Pfl 6 C Acc 0.03 -1.08 1.46 0.97 5.31 17/08/2018
7IM Dyn Planner Pfl 6 C Inc 0.03 -1.09 1.44 0.97 5.31 17/08/2018
7IM Emerging Mkts Eq Val C Inc -0.30 -4.16 -2.88 -9.37 -9.41 17/08/2018
7IM Emerging Mkts Eq Val Z Inc -0.30 -4.15 -2.85 -9.30 -9.30 17/08/2018
7IM European (ex UK) Equ Val C Inc -0.13 -2.08 0.58 -1.60 2.10 17/08/2018
7IM European (ex UK) Equ Val Z Inc -0.13 -2.08 0.60 -1.54 2.23 17/08/2018
7IM Moderately Adventurous A Acc -0.05 -1.35 0.52 -0.70 1.69 17/08/2018
7IM Moderately Adventurous A Inc -0.05 -1.34 0.52 -0.70 1.70 17/08/2018
7IM Moderately Adventurous B Acc -0.05 -1.34 0.54 -0.63 1.82 17/08/2018
7IM Moderately Adventurous C Acc -0.05 -1.34 0.56 -0.58 1.94 17/08/2018
7IM Moderately Adventurous C Inc -0.05 -1.33 0.55 -0.58 1.94 17/08/2018
7IM Moderately Adventurous D Acc -0.05 -1.35 0.52 -0.70 1.69 17/08/2018
7IM Moderately Adventurous D Inc -0.05 -1.35 0.52 -0.70 1.69 17/08/2018
7IM Moderately Adventurous S Acc -0.04 -1.33 0.59 -0.51 2.07 17/08/2018
7IM Moderately Adventurous S Inc -0.05 -1.33 0.57 -0.52 2.07 17/08/2018
7IM Moderately Cautious A Acc 0.06 -0.67 0.12 -0.58 -0.02 17/08/2018
7IM Moderately Cautious A Inc 0.07 -0.67 0.13 -0.58 -0.02 17/08/2018
7IM Moderately Cautious B Acc 0.06 -0.66 0.14 -0.52 0.10 17/08/2018
7IM Moderately Cautious C Acc 0.06 -0.65 0.17 -0.44 0.23 17/08/2018
7IM Moderately Cautious C Inc 0.07 -0.65 0.17 -0.44 0.23 17/08/2018
7IM Moderately Cautious D Acc 0.06 -0.67 0.12 -0.58 -0.02 17/08/2018
7IM Moderately Cautious D Inc 0.06 -0.67 0.14 -0.56 0.00 17/08/2018
7IM Moderately Cautious S Acc 0.06 -0.65 0.15 -0.33 0.36 17/08/2018
7IM Moderately Cautious S Inc 0.06 -0.66 0.16 -0.34 0.35 17/08/2018
7IM Personal Injury A Acc 0.08 -0.22 0.46 0.24 0.89 17/08/2018
7IM Personal Injury B Acc 0.08 -0.21 0.51 0.38 1.19 17/08/2018
7IM Personal Injury B Inc 0.08 -0.21 0.50 0.39 1.19 17/08/2018
7IM Personal Injury C Acc 0.08 -0.21 0.51 0.39 1.19 17/08/2018
7IM Personal Injury C Inc 0.08 -0.22 0.50 0.38 1.18 17/08/2018
7IM Personal Injury D Acc 0.08 -0.22 0.45 0.20 0.83 17/08/2018
7IM Personal Injury D Inc 0.09 -0.22 0.45 0.21 0.83 17/08/2018
7IM Personal Injury E Acc 0.08 -0.22 0.47 0.28 0.98 17/08/2018
7IM Personal Injury S Acc 0.08 -0.20 0.52 0.43 1.28 17/08/2018
7IM Personal Injury S Inc 0.08 -0.20 0.52 0.44 1.29 17/08/2018
Fund Name Crown Rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
7IM Balanced A Inc 1 1.48 6.26 3.89 5.98 6.25
7IM Balanced B Acc 1 1.74 6.52 4.18 6.23 6.46
7IM Balanced C Acc 1 2.00 6.79 4.45 6.48 6.68
7IM Balanced C Inc 1 2.00 6.78 4.45 6.48 6.67
7IM Balanced D Acc 1 1.49 6.26 3.90 5.99 6.25
7IM Balanced D Inc 1 1.50 6.25 3.90 5.98 6.25
7IM Balanced S Acc 1 2.26 7.06 4.71 6.72 -
7IM Balanced S Inc 1 2.25 7.06 4.70 6.72 -
7IM Cautious C Acc 1 1.10 2.59 4.58 - -
7IM Cautious C Inc 1 1.09 2.63 4.56 - -
7IM Cautious S Acc 1 1.30 2.80 4.76 - -
7IM Cautious S Inc 1 1.29 2.85 4.82 - -
7IM Dyn Planner Pfl 4 C Acc - - - - -
7IM Dyn Planner Pfl 4 C Inc - - - - -
7IM Dyn Planner Pfl 5 C Acc - - - - -
7IM Dyn Planner Pfl 5 C Inc - - - - -
7IM Dyn Planner Pfl 6 C Acc - - - - -
7IM Dyn Planner Pfl 6 C Inc - - - - -
7IM Emerging Mkts Eq Val C Inc -9.54 15.47 32.34 - -
7IM Emerging Mkts Eq Val Z Inc -9.35 15.84 32.71 - -
7IM European (ex UK) Equ Val C Inc 3 3.37 25.00 7.28 - -
7IM European (ex UK) Equ Val Z Inc 3 3.63 25.29 7.54 - -
7IM Moderately Adventurous A Acc 1 2.74 10.34 4.35 7.84 7.17
7IM Moderately Adventurous A Inc 1 2.74 10.34 4.29 7.86 7.09
7IM Moderately Adventurous B Acc 1 2.99 10.61 4.61 8.12 7.45
7IM Moderately Adventurous C Acc 1 3.25 10.89 4.88 8.39 7.72
7IM Moderately Adventurous C Inc 1 3.25 10.89 4.86 8.40 7.74
7IM Moderately Adventurous D Acc 1 2.73 10.34 4.35 7.85 7.18
7IM Moderately Adventurous D Inc 1 2.74 10.34 4.27 7.86 7.18
7IM Moderately Adventurous S Acc 1 3.50 11.15 5.14 8.67 -
7IM Moderately Adventurous S Inc 1 3.51 11.15 5.12 8.67 -
7IM Moderately Cautious A Acc 1 -0.67 3.28 3.37 4.71 4.67
7IM Moderately Cautious A Inc 1 -0.66 3.26 2.61 3.96 4.68
7IM Moderately Cautious B Acc 1 -0.43 3.48 3.58 4.92 4.88
7IM Moderately Cautious C Acc 1 -0.20 3.69 3.79 5.13 5.09
7IM Moderately Cautious C Inc 1 -0.19 3.68 3.80 5.11 5.09
7IM Moderately Cautious D Acc 1 -0.66 3.27 3.37 4.71 4.67
7IM Moderately Cautious D Inc 1 -0.65 3.26 3.34 4.69 4.67
7IM Moderately Cautious S Acc 1 0.04 3.89 4.00 5.35 -
7IM Moderately Cautious S Inc 1 0.04 3.88 4.01 5.33 -
7IM Personal Injury A Acc 1 0.52 2.33 4.48 3.41 4.09
7IM Personal Injury B Acc 1 1.11 2.96 5.10 4.04 4.59
7IM Personal Injury B Inc 1 1.12 2.96 5.15 3.97 4.59
7IM Personal Injury C Acc 1 1.12 2.96 5.11 4.03 4.73
7IM Personal Injury C Inc 1 1.12 2.96 5.15 3.96 4.72
7IM Personal Injury D Acc 1 0.40 2.21 4.47 3.29 3.97
7IM Personal Injury D Inc 1 0.40 2.22 4.46 3.22 3.97
7IM Personal Injury E Acc 1 0.71 2.55 4.70 3.62 4.31
7IM Personal Injury S Acc 1 1.32 3.17 5.32 4.24 -
7IM Personal Injury S Inc 1 1.32 3.16 5.36 4.17 -
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
Showing 50 records (51 to 100) out of 14,451
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