Investment ObjectiveThe objective of the fund is to achieve long term capital growth (at least 5 years) through investing in a portfolio of the shares of the European Economic Area (EEA) and Swiss companies and also companies listed on exchanges in the EEA (excluding the UK) and Switzerland.
As their names suggest, each fund within the Equity Value range has been designed, and is managed, to meet differing investment aspirations based upon an investor’s geographic preference.
The fund uses a systematic investment process to identify profitable and growing companies which are assessed as trading below their intrinsic value.
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 European (ex UK) Equity Value Fund may be suitable for those investors seeking to achieve long-term capital growth through investing predominantly in a portfolio of equities of companies that are incorporated in, have their head office in and/or are domiciled in the European Economic Area (excluding the UK) and Switzerland and/or have a significant part of their operations in the European Economic Area (excluding the UK) and Switzerland. The Fund may also invest in other companies that are listed in the European Economic Area (excluding the UK) and Switzerland.