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CF 7IM MODERATELY ADVENTUROUS D - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of CF 7IM MODERATELY ADVENTUROUS D

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. CF 7IM MODERATELY ADVENTUROUS 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 40-85% Shares
Product type  OEIC
Launched  December, 2004
Size  £249m
Yield 0.0%
Charging basis  Income
Dividends paid  –
Bid price(inc) 144.55p
Bid price(acc) 146.82p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.40%
Total expense ratio 1.78%
Reduction in yield (10yr) 1.88%

Bestinvest says


No information available.

Portfolio

cf 7im moderately adventurous d asset allocation illustration
Allocation Proportion
Equity 76%
High yield bonds –
Quality bonds 12%
Property 2%
Commodities 5%
Hedge 3%
Fund cash 2%
cf 7im moderately adventurous d equity geographic illustration
Allocation Proportion
UK 59%
Europe 14%
Nth America 12%
Japan 8%
Pacific 7%
Other Equity –
cf 7im moderately adventurous d equity capitalisation illustration
Allocation Proportion
Large Caps 56%
Mid Caps 29%
Small Caps 15%

View all performance data for CF 7IM MODERATELY ADVENTUROUS D

Investment process


This Fund aims to provide a total return primarily by way of growth in capital. There is a risk of fluctuations in capital values. The benchmark by which the performance is to be measured is a composite of 25% of the FT Actuaries All Gilts British Government Fixed Interest Index and 75% of the FTSE All Share 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.

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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