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Latest Portfolio Transaction Date
7IM Active Adventurous 15/11/2023 22 79.34 8.42 11.18 1.06
7IM Active Adventurous Plus 15/11/2023 18 88.22 6.80 4.47 0.51
7IM Active Balanced 15/11/2023 31 49.19 33.50 15.83 1.47
7IM Active Cautious 15/11/2023 28 23.26 56.84 18.52 1.38
7IM Active Moderately Adventurous 15/11/2023 26 64.94 15.34 18.17 1.54
7IM Active Moderately Cautious 15/11/2023 32 33.07 48.40 17.12 1.41
7IM Blended Adventurous 15/11/2023 17 81.20 8.35 9.45 1.00
7IM Blended Adventurous Plus 15/11/2023 13 89.32 6.62 3.68 0.38
7IM Blended Balanced 15/11/2023 26 50.69 34.16 13.59 1.56
7IM Blended Cautious 15/11/2023 26 23.84 57.47 17.20 1.49
7IM Blended Income 15/11/2023 19 49.26 46.25 3.75 0.74
7IM Blended Moderately Adventurous 15/11/2023 22 66.59 16.24 15.57 1.60
7IM Blended Moderately Cautious 15/11/2023 29 33.72 49.45 15.25 1.58
7IM Passive Adventurous 15/11/2023 10 90.15 5.94 2.59 1.32
7IM Passive Adventurous Plus 15/11/2023 7 96.04 0.02 2.56 1.38
7IM Passive Balanced 15/11/2023 15 58.58 37.25 2.98 1.18
7IM Passive Cautious 15/11/2023 15 27.27 69.00 3.04 0.68
7IM Passive Moderately Adventurous 15/11/2023 14 75.36 20.37 3.08 1.20
7IM Passive Moderately Cautious 15/11/2023 15 39.06 57.05 2.96 0.93
7IM Responsible Choice Adv Plus 15/11/2023 15 91.59 3.15 4.54 0.72

The Portfolio Holdings date represents the latest stated transactional positions. Providers confirm their position quarterly at a minimum, for further information please view The Morningstar Attestation & Understanding document.

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