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CF 7IM SUSTAINABLE BALANCED - Fund overview

No Bestinvest rating
Find rated mixed investment 20-60% shares funds


Overview of CF 7IM SUSTAINABLE BALANCED

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

Standard Initial Charge

4.00% 1.00%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  Mixed Investment 20-60% Shares
Product type  OEIC
Launched  February, 2007
Size  £30m
Yield 2.5%
Charging basis  50% Income 50% Capital
Dividends paid  –
Bid price(inc) 89.25p
Bid price(acc) 99.71p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.85%
Total expense ratio 2.80%
Reduction in yield (10yr) 2.90%

Bestinvest says


No information available.

Portfolio

cf 7im sustainable balanced asset allocation illustration
Allocation Proportion
Equity 59%
High yield bonds 0%
Quality bonds 30%
Property 2%
Commodities 0%
Hedge 0%
Fund cash 9%
cf 7im sustainable balanced equity geographic illustration
Allocation Proportion
UK 16%
Europe 35%
Nth America 37%
Japan 7%
Pacific 2%
Other Equity 3%
cf 7im sustainable balanced equity capitalisation illustration
Allocation Proportion
Large Caps 75%
Mid Caps 18%
Small Caps 7%

Investment process


The fund aims to provide a balance of income and capital appreciation. There may be some risk to capital. The sub-fund invests predominantly in a range of securities and collective investment vehicles managed by selected fund managers. The sub-fund will only invest in individual securities where the underlying companies, countries and institutions score well on social and environmental criteria.

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

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