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You are here: Manager factsheet

7IM - Investment Team

7IM Investment Funds, 7IM
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. There is not sufficient data to say whether good stock picking has had any real effect on results, which have not been particularly exposed to falling markets.
Manager profile
Led by Martyn Surguy, the Chief Investment Officer, the 18 strong 7IM Investment Team have a wealth of investment knowledge and a range of experience.
Total return for 7IM - Investment Team
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : 7IM - Investment Team

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
7IM - Investment Team 1.5 3.7 13.6 -1.6 8.5 8.1 12.0 -4.7 12.4 14.0
Peer Group Composite 3.8 3.3 14.0 3.5 4.5 5.8 9.8 -1.4 11.4 14.9
Over / Under -2.3 0.4 -0.4 -5.1 4.0 2.3 2.2 -3.3 1.0 -0.9
Performance vs peer group composite: 7IM - Investment Team
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
7IM AAP Income Lead manager UT Mixed Investment 0-35% Shares since Dec 12 2003 to present
7IM Adventurous Lead manager UT Flexible Investment since Dec 12 2003 to present
7IM Balanced Lead manager UT Mixed Investment 20-60% Shares since Dec 12 2003 to present
7IM Moderately Adventurous Lead manager UT Mixed Investment 40-85% Shares since Dec 12 2003 to present
7IM Moderately Cautious Lead manager UT Mixed Investment 0-35% Shares since Dec 12 2003 to present
7IM AAP Adventurous Lead manager UT Flexible Investment since Mar 28 2008 to present
7IM AAP Balanced Lead manager UT Mixed Investment 20-60% Shares since Mar 28 2008 to present
7IM AAP Moderately Adventurous Lead manager UT Mixed Investment 40-85% Shares since Mar 28 2008 to present
7IM AAP Moderately Cautious Lead manager UT Mixed Investment 0-35% Shares since Mar 28 2008 to present
7IM Real Return Lead manager UT Targeted Absolute Return since Jan 30 2012 to present
7IM European (ex UK) Equity Value Lead manager UT Europe Excluding UK since Apr 15 2015 to present
7IM UK Equity Value Lead manager UT UK All Companies since Apr 15 2015 to present
7IM US Equity Value Lead manager UT North America since Apr 15 2015 to present
7IM Balanced (Dublin) Lead manager FO Mixed Asset - Balanced since Jun 01 2015 to present
7IM Moderately Adventurous (Dublin) Lead manager FO Mixed Asset - Aggressive since Jun 01 2015 to present
7IM Moderately Cautious (Dublin) Lead manager FO Mixed Asset - Cautious since Jun 01 2015 to present
7IM Emerging Markets Equity Value Lead manager UT Global Emerging Markets since Jul 13 2015 to present
7IM Cautious Lead manager UT Mixed Investment 0-35% Shares since Sep 01 2015 to present
7IM Personal Injury Lead manager UT Mixed Investment 0-35% Shares since Sep 01 2015 to present
7IM Sustainable Balance Lead manager UT Mixed Investment 20-60% Shares since Sep 01 2015 to present
7IM AAP Balanced (Dublin) Lead manager FO Mixed Asset - Balanced since Jan 17 2017 to present
7IM AAP Moderately Adventurous (Dublin) Lead manager FO Mixed Asset - Aggressive since Jan 17 2017 to present
7IM AAP Moderately Cautious (Dublin) Lead manager FO Mixed Asset - Cautious since Jan 17 2017 to present
Funds managed previously
Fund Periods
7IM Dynamic Planner Portfolio 4 since Oct 09 2017 to fund close
7IM Dynamic Planner Portfolio 5 since Oct 09 2017 to fund close
7IM Dynamic Planner Portfolio 6 since Oct 09 2017 to fund close
Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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