Investment Objective

The fund aims to provide a balance of income and capital growth.

Investment Process

The fund assesses environmental, social and governance factors in determining what assets to invest in.  As part of this, the fund employs a two stage screening process comprising of investment restrictions and ethical conduct screening.

The first stage of the screening process ensures companies from certain industries or with significant exposure, more than 10% of revenues, to certain activities (such as alcohol and gambling) are precluded from investment at the outset.

The second stage screens the remaining investment universe to identify companies which, although in acceptable industries, nonetheless exhibit unacceptable conduct (such as corruption or poor labour practices).  Positive screening is then applied to identify companies which exhibit positive ethical conduct (such as sustainable environmental practices and conscientiousness with regard to human rights).

For full details on the fund’s investment process please refer to the prospectus.

What You Need To Consider

Prior to investing, you need to consider the level of risk you are prepared to take, how much growth you want to achieve, and over what time period. If you have a long time to grow your investments you might be able to ride out market ups and downs better than someone who needs their money in just 5 years. You should regularly reassess the suitability of your investments to ensure that they continue to meet your investment goals and suit your time horizon. You should be aware that there can be no guarantees. The value of investments may go up and down and you may get back less than you invested originally.

Fund Availability And Risk Mapping

The 7IM funds are available via the majority of the major wraps, platforms and life and pension wrappers. If you would like further information please call us on 020 7760 8777.


7IM Sustainable Balance Fund may be suitable for those investors wanting a balance of income and capital appreciation with some risk to capital, by investing in a sub-fund that allows investment in a wide range of asset classes, regions, currencies and investment types.