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.

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.

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