14 years of responsible investing experience
We’ve been successfully running the Sustainable Balance Fund since 2007, giving us an enviable track record of performance over 14 years – many funds cannot even be assessed over three.
The chart shows you just how much experience we have in this area and some of the investments we have made along the way. We have watched the ESG space grow around us giving us deeper understanding and invaluable experience, which has fed into the fund’s performance history.
7IM Sustainable Balance Fund v Comparative Benchmark
|Annualised performance||3 Years||5 Years||10 Years|
|7IM Sustainable Balance C Acc in GB||6.7%||6.7%||5.9%|
|IA Mixed Investment 20-60% Shares||4.6%||5.4%||4.8%|
|Discrete performance||Q1 2020 – Q1 2021||Q1 2019 – Q1 2020||Q1 2018 – Q1 2019||Q1 2017 – Q1 2018||Q1 2016 – Q1 2017||Fund Inception|
|7IM Sustainable Balanced C Acc in GB||18.1%||-1.6%||4.6%||0.6%||12.8%||87.9%|
|IA Mixed Investment 20-60% Shares||19.8%||-7.2%||2.9%||0.8%||12.9%||71.9%|
Discover more about ESG Investing at 7IM
To find out more about how you can help your clients be part of a better future with 7IM’s range of responsible investments, contact us using the details below.
I confirm that I am a Financial Adviser, Solicitor or Accountant and authorised to conduct investment business.
If you do not meet this criteria then you must leave the website or select an appropriate audience.