PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

7IM Investment Team
7IM Investment Funds
pdfIcon Manager factsheet pdf    rss feed RSS Feed
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
Manager career performance
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 10.0 -1.0 -6.5 5.3 4.2 6.2 -2.1 8.6 9.1 0.7
Peer Group Composite 12.1 2.1 -7.1 8.3 3.6 8.0 -1.3 10.0 10.6 0.8
Over / Under -2.1 -3.1 0.6 -3.0 0.6 -1.8 -0.8 -1.4 -1.5 -0.1
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
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
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 20-60% 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 20-60% Shares since Mar 28 2008 to present
7IM Real Return Lead manager UT Targeted Absolute Return since Jan 30 2012 to present
7IM Sustainable Balance Lead manager UT Mixed Investment 20-60% Shares since Sep 01 2015 to present
Funds managed previously
Fund Periods
7IM AAP Income since Dec 12 2003 to fund close
7IM Cautious since Sep 01 2015 to fund close
7IM Personal Injury since Sep 01 2015 to fund close
7IM Balanced (Dublin) since Jun 01 2015 to fund close
7IM Moderately Adventurous (Dublin) since Jun 01 2015 to fund close
7IM Moderately Cautious (Dublin) since Jun 01 2015 to fund close
7IM European (ex UK) Equity Value since Apr 15 2015 to fund close
7IM UK Equity Value since Apr 15 2015 to fund close
7IM US Equity Value since Apr 15 2015 to fund close
7IM Emerging Markets Equity Value since Jul 13 2015 to fund close
7IM AAP Balanced (Dublin) since Jan 17 2017 to fund close
7IM AAP Moderately Adventurous (Dublin) since Jan 17 2017 to fund close
7IM AAP Moderately Cautious (Dublin) since Jan 17 2017 to fund close
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
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector The areas where Janus Henderson funds are excelling and struggling By Matteo Anelli  18-Dec-2024
Sector Trump and Brexit: Potential benefits the world is underestimating By Matteo Anelli  16-Dec-2024
Sector Capital Gearing’s Spiller is bracing for a market crash By Emma Wallis  03-Dec-2024
Sector The best and worst funds in October By Gary Jackson  01-Nov-2024
Sector Five conservative funds to protect and grow your capital By Emma Wallis  28-Oct-2024
Sector The cheapest and most expensive investment trusts out there By Emma Wallis  09-Oct-2024
Sector Absolute return fund battle: Aviva vs Janus Henderson By Matteo Anelli  09-Oct-2024
Sector Alternative income trusts to own for a recovery or a wind-down By Emma Wallis  08-Oct-2024
Sector The Woodford holding that was the best performer for Capital Gearing this year By Matteo Anelli  04-Oct-2024
Sector My playbook for dealing with geopolitical risks By Emma Wallis  04-Oct-2024
Sector Three recent investment trust additions to the Capital Gearing trust By Matteo Anelli  02-Oct-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo 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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc