FCA Asset Management Market Study (AMMS)
In response to the Financial Conduct Authority’s Asset Management Market Study, 7IM has made some changes to its fund documentation, including the prospectus, KIIDs and fund factsheets. These changes are now effective:
- clarify and explain the objectives and policies of each Fund; giving more explanation about how the funds are run and providing more detail in a new Investment Strategy section; and
- provide a benchmark which can be used to compare the Fund’s performance against. (For most of our funds this was already in the factsheet but, is now explicitly included in the prospectus and the KIID, as required by the FCA Rules).
None of the changes to the documents will affect the way in which the Funds are managed and investors in these funds do not need to take any action.
7IM Funds
7IM Investment Funds
- Assessment of value report – March 2020
- 7IM AAP Adventurous Fund
- 7IM AAP Balanced Fund
- 7IM AAP Income Fund
- 7IM AAP Moderately Adventurous Fund
- 7IM AAP Moderately Cautious Fund
- 7IM Adventurous Fund
- 7IM Balanced Fund
- 7IM Cautious Fund
- 7IM Moderately Adventurous Fund
- 7IM Moderately Cautious Fund
- 7IM Sustainable Balance Fund
7IM Opportunity Funds
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Fund centre for all 7IM funds
Fund prices, performance, information and documents - you can find it here for all 7IM funds.
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Fund communications
Important updates relating to the 7IM fund range, including the communications that we have issued to registered investors, can be found here.
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How we manage money
Is managing money an art or a science? We definitely lean more towards science.
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