The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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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

Past performance is not a guide to future performance. You should be aware that the value of investments may go up and down and you may receive back less than you invested originally. Investment in these funds is not suitable for everybody; please consult an adviser before making a decision to invest. The specific details of the funds including investment policy, charges and the particular risks associated with the funds are explained in the Key Investor Information Documentation (KIIDs) – these are available in Fund Centre.
7IM Intermediary RI Experience Graph
Annualised performance3 Years5 Years10 Years
7IM Sustainable Balance C Acc in GB6.7%6.7%5.9%
IA Mixed Investment 20-60% Shares4.6%5.4%4.8%
Quartile111
Discrete performanceQ1 2020 – Q1 2021Q1 2019 – Q1 2020Q1 2018 – Q1 2019Q1 2017 – Q1 2018Q1 2016 – Q1 2017Fund Inception
7IM Sustainable Balanced C Acc in GB18.1%-1.6%4.6%0.6%12.8%87.9%
IA Mixed Investment 20-60% Shares19.8%-7.2%2.9%0.8%12.9%71.9%
Financial Intermediary

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