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7IM US Equity Value C Inc

Ranked 252 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Alessandro Laurent

Alessandro joined 7IM in 2013 having spent over 6 years at F&C Asset Management as a director in the systematic equity team. Specialist areas/responsibilities: systematic and alternative beta investing (primarily in the equity space), quantitative portfolio analysis (portfolio optimisation and risk management) Alessandro also has a PhD in Economics from the Swiss Finance Institute.


The objective of the Fund is to achieve long-term capital growth through investing in a portfolio of equities listed on exchanges in the United States of America.

Showing fund performance globally. You can view performance in individual jurisdictions.


US over : 31/10/2016 - 31/10/2017
  • Rank 252/877 Total Return
  • Rank 542/877 Standard Deviation
  • Rank 526/877 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.1% 1.8% 7.5%
2016 6.2% -1.2% -2.1% 5.9% 3.7%
2015 -9.3% 7.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Amgen Inc ORD 3.64
Gilead Sciences Inc ORD 3.61
Cisco Systems Inc ORD 3.59
Biogen Inc ORD 3.47
Citigroup Inc ORD 3.46
Wal-Mart Stores Inc ORD 3.39
Intel Corp ORD 3.36
PNC Financial Services Group Inc ORD 3.29
Qualcomm Inc ORD 3.20
Comcast Corp ORD 3.19

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/04/2015
  • Share Class size41Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000


  • Annual management0.25%
  • Initial investment0.25

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).