Investment Objective

The fund aims 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 UK and/or have a significant part of their operations in the UK. The fund may also invest in other companies that are listed in the UK.

Investment Process

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 funds 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

In making your choice of investment you need to consider the level of risk you are prepared to take and how much you need to achieve over what time. In short, how much are you prepared to lose; are you a slow and steady investor or might you be comfortable taking more risk for the possibility of more return?

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.

Risk is however not the only factor to consider. You should also regularly reassess the suitability of your investments to ensure that they continue to meet your investment goals and suit your time horizon. And of course you must always remember that, there can be no guarantees; the value of investments may go up and down and you may get back less that 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.

TARGET MARKET

7IM UK Equity Value Fund may be suitable for those investors seeking 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 UK and/or have a significant part of their operations in the UK.