7IM Real Return Fund

The aim of the fund is to deliver returns of inflation (CPI) plus 2% over a rolling three-year period, net of fees. Most ‘real’ return funds target cash plus x%; this fund focuses on inflation as they believe this is a more important measure and in the long term will be achievable.

The fund is run with an absolute fund mindset, with the aim to minimise any potential negative returns. The aim is to have volatility around 50% of world equities but the sensitivity to equities is more important. This is at around 20%; if markets fall by 10% they would expect to be down around 2%. We talked about when the fund might not perform, and their view is that it should work in most markets….read more

Fund Facts Morningstar

Notes

Please note...

Shininglights.co.uk is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to shininglights.co.uk and cannot be replicated or copied without our permission.