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Latest Portfolio Transaction Date
7IM Active Adventurous 21/02/2024 22 80.41 10.17 6.79 2.64
7IM Active Adventurous Plus 21/02/2024 18 88.48 6.01 4.99 0.52
7IM Active Balanced 21/02/2024 32 51.10 34.95 10.21 3.75
7IM Active Cautious 21/02/2024 31 24.81 60.14 10.38 4.67
7IM Active Moderately Adventurous 21/02/2024 27 67.33 18.98 10.05 3.64
7IM Active Moderately Cautious 21/02/2024 32 35.40 50.53 9.69 4.38
7IM Blended Adventurous 21/02/2024 19 82.05 10.01 5.37 2.57
7IM Blended Adventurous Plus 21/02/2024 15 89.55 5.90 4.08 0.47
7IM Blended Balanced 21/02/2024 29 52.05 35.59 8.71 3.65
7IM Blended Cautious 21/02/2024 29 24.87 60.75 9.79 4.59
7IM Blended Income 21/02/2024 21 49.92 44.82 4.58 0.68
7IM Blended Moderately Adventurous 21/02/2024 26 68.50 19.73 8.16 3.62
7IM Blended Moderately Cautious 21/02/2024 31 35.76 51.05 9.00 4.19
7IM Passive Adventurous 21/02/2024 12 89.93 5.92 2.72 1.43
7IM Passive Adventurous Plus 21/02/2024 9 95.79 0.02 2.70 1.50
7IM Passive Balanced 21/02/2024 16 58.36 37.07 3.25 1.32
7IM Passive Cautious 21/02/2024 16 27.17 68.81 3.09 0.93
7IM Passive Moderately Adventurous 21/02/2024 17 75.15 20.27 3.23 1.35
7IM Passive Moderately Cautious 21/02/2024 17 38.92 56.85 3.14 1.09
7IM Responsible Choice Adv Plus 21/02/2024 16 92.50 3.31 3.40 0.78

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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