Fund documentation and performance for intermediary funds
View fund prices, information and documentation for the 7IM funds available to financial advisers.
Please note the following:
- You can find the Fund Screening Process for the 7IM Sustainable Balance Fund here
- 7IM Absolute Return Portfolio and 7IM Income Portfolio are in termination
- You can find the tax reports for the closed 7IM Dublin Funds for 2020 and 2021 here.
While we aim to improve the predictability of the returns that our funds achieve for investors over the longer term, there can be no guarantees; past performance is not a guide to the future. The value of investments may go up and down and investors may get back less than they invested originally. Performance figures will not be displayed for funds less than 12 months old. For some funds discrete performance will not be available for five full 12 month periods due to their launch dates. All fund performance data is provided by FE fundinfo (UK) Limited.
The specific details of our funds including investment policy, charges and the particular risks associated are explained in the Key Investor Information Documentation (KIIDs) and the Prospectus. These are available via the Documents tab within Fund Centre.
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