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7im Sustainable Balance Fund S Inc (0P000127V6)

London

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1.31 0.00 0%

14/11 - Closed. Currency in GBP

Morningstar Rating:
Total Assets: 745.66K

Type: Fund

Market: United Kingdom

Issuer: 7IM

ISIN: GB00BJBPWS86

Asset Class: Equity

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0P000127V6 Holdings

Comprehensive information about top holdings and Key Holding Information for the 7IM Sustainable Balance S GBP Inc (0P000127V6) fund. Our 7IM Sustainable Balance S GBP Inc portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.29	67.66	65.37
Stocks	56.18	56.18	0.00
Bonds	36.33	38.53	2.20
Convertible	0.44	0.44	0.00
Preferred	0.10	0.10	0.00
Other	4.66	4.76	0.10

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.82	15.32
Price to Book	2.87	2.23
Price to Sales	1.90	1.58
Price to Cash Flow	13.38	9.72
Dividend Yield	2.20	2.89
5 Years Earnings Growth	10.68	10.57

Sector Allocation

Name	Net %	Category Average
Technology	18.27	16.48
Financial Services	16.70	17.07
Healthcare	15.06	10.59
Industrials	13.58	11.94
Consumer Cyclical	10.34	10.44
Consumer Defensive	6.68	7.84
Real Estate	5.78	6.31
Communication Services	5.63	6.29
Basic Materials	5.41	5.61
Utilities	2.36	3.67
Energy	0.19	4.51

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 109

Number of short holdings: 9

Name	ISIN	Weight %	Last	Change %
Robeco Global SDG Credits IH GBP Cap	LU1945299961	8.45	-	-
BlueBay Impact-Aligned Bd G GBP Acc	LU2333308927	5.97	-	-
Lyxor UCITS Iboxx GBP Gilts	LU1407892592	4.96	123.42	0.00%
HSBC Global Government Bond ETFS2QH	IE00BGWL6718	4.32	-	-
Janus Henderson UK Responsible Inc G Acc	GB00BMX58Y51	3.81	-	-
Royal London Sustainable Leaders D Acc	GB00B7SGTR82	3.71	-	-
UBS MSCI Japan Socially Responsible JPY A-dis	LU1230561679	3.67	1,925.20	+0.35%
UBS Irl plc MSCI UK IMI Socially Resp A-dis	IE00BMP3HN93	3.66	16.22	0.00%
BGF Sustainable Em Mkts Blnd Bd ZI2 GBP	LU2725777499	3.24	-	-
BlueBay Global Hi Yld ESG Bd S GBP	LU1816654245	3.00	-	-

Top Equity Funds by 7IM

Name	Total Assets	YTD%	3Y%	10Y%
7IM Sustainable Balance C Acc	80.35M	4.86	-0.73	4.18
7IM Sustainable Balance C Inc	25.71M	4.86	-0.73	4.18
7IM Sustainable Balance S GBP Acc	20.79M	6.42	0.09	4.69
7IM Unconstrained D Acc	143.81K	4.14	1.92	3.29

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Recent Quotes

	Name	Price	Chg.	Chg. %
	7IM Sustainable B.	1.31	0.00	0%