7IM fund range
Benefit from a range of funds that are robustly managed, well diversified and carefully shaped to meet different investment requirements and objectives
Pathbuilder
A range of multi-asset passive funds built on 7IM’s tried and tested Strategic Asset Allocation. Offering your clients the benefits of diversified returns and the reassurance of carefully balanced and strictly managed risk – at a competitive price
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AAP
A ground-breaking concept when these first launched in 2008, the AAP funds provide the advantage of an active approach to asset allocation which is implemented through passive investments.
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Multi Manager
Pioneered in 2003, the Multi Manager funds are diversified across asset classes, regions and manager styles and incorporate both active and passive holdings.
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Sustainable Balance
We’ve been running a successful Sustainable Balance fund since 2007, managed to ethical, sustainable and ESG principles.
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Real Return
Strives to deliver an inflation-beating return, while limiting sensitivity to equity price movements.
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Fund performance and documentation
View fund prices, information and documentation for the 7IM funds available to financial advisers.
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7IM Model Portfolio Service
Our model portfolios are constructed to meet a range of individual clients’ needs according to their risk appetite and goals.
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Model Portfolio Documentation
Here you can find all documents relating to the 7IM Model Portfolio Service, including the latest portfolio holdings and factsheets.
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Financial Intermediary
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