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CF 7IM INCOME D - Fund overview

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Find rated mixed investment 0-35% shares funds


Overview of CF 7IM INCOME D

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

Standard Initial Charge

4.00% 1.00%

Invest via Bestinvest

to save 3.00%

Find out how to invest

Fund summary

Sector  Mixed Investment 0-35% Shares
Product type  OEIC
Launched  December, 2004
Size  £65m
Yield 4.0%
Charging basis  Capital
Dividends paid  –
Bid price(inc) 94.80p
Bid price(acc) 125.43p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.55%
Total expense ratio 1.68%
Reduction in yield (10yr) 1.78%

Bestinvest says


No information available.

Portfolio

cf 7im income d asset allocation illustration
Allocation Proportion
Equity 5%
High yield bonds –
Quality bonds 72%
Property 6%
Commodities –
Hedge 10%
Fund cash 7%
cf 7im income d equity geographic illustration
Allocation Proportion
UK 62%
Europe 10%
Nth America 20%
Japan 6%
Pacific 2%
Other Equity –
cf 7im income d equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for CF 7IM INCOME D

Investment process


This Fund aims to provide a total return, primarily by way of income, while seeking to limit the risk of capital loss. The benchmark by which the performance is to be measured is the FT Actuaries All Gilts British Government Fixed Interest Index.

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.

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