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CF 7IM PERSONAL INJURY D - Fund overview

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


Overview of CF 7IM PERSONAL INJURY D

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. CF 7IM PERSONAL INJURY 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  October, 2009
Size  £94m
Yield 2.1%
Charging basis  –
Dividends paid  31/1, 31/7.
Bid price(inc) 104.22p
Bid price(acc) 108.63p

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 1.62%
Reduction in yield (10yr) 1.72%

Bestinvest says


No information available.

Portfolio

cf 7im personal injury d asset allocation illustration
Allocation Proportion
Equity 12%
High yield bonds –
Quality bonds 61%
Property 3%
Commodities 4%
Hedge 20%
Fund cash –
cf 7im personal injury d equity geographic illustration
Allocation Proportion
UK 37%
Europe 34%
Nth America 20%
Japan 1%
Pacific 4%
Other Equity 4%
cf 7im personal injury d equity capitalisation illustration
Allocation Proportion
Large Caps 71%
Mid Caps 16%
Small Caps 13%

View all performance data for CF 7IM PERSONAL INJURY D

Investment process


The CF 7IM Personal Injury Fund aims to provide a long-term total return from
investment in a range of asset classes. The Fund has been designed to be potentially suitable for investment by or on behalf of individuals who have been granted personal injury awards but is not restricted to such persons.
There may be moderate risk to capital but the Fund will be managed with the intention of limiting volatility to relatively low levels in normal circumstances. However, as a consequence, long-term return expectations may be lower than for higher risk portfolios. The benchmark by which the performance of CF 7IM Personal Injury Fund is measured is 60% Index-linked Gilts (FT-Actuaries All Stocks Index-Linked Gilt Total Return); 20% UK Equity (FTSE All-Share Total Return) and 20% Government Bonds (FT-Actuaries All Stocks Gilt Total Return).

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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