020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Thames River... funds

CF 7IM INCOME A - Fund overview

No Bestinvest rating
Find rated mixed investment 0-35% shares funds


Overview of CF 7IM INCOME A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. CF 7IM INCOME A does not fall into either of these categories at present.

Standard Initial Charge

4.00% 

Fund summary

Sector  Mixed Investment 0-35% Shares
Product type  OEIC
Launched  December, 2003
Size  £65m
Yield 3.9%
Charging basis  –
Dividends paid  –
Bid price 126.12p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.63%
Reduction in yield (10yr) 1.63%

Bestinvest says


No information available.

Portfolio

cf 7im income a asset allocation illustration
Allocation Proportion
Equity 30%
High yield bonds
Quality bonds 60%
Property 0%
Commodities
Hedge 0%
Fund cash 10%
cf 7im income a equity geographic illustration
Allocation Proportion
UK 45%
Europe 26%
Nth America 14%
Japan 5%
Pacific 5%
Other Equity 5%
cf 7im income a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


No information available.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.1.1