Model Portfolio Centre For Financial Advisers

Here you can find all documents relating to the 7IM Model Portfolio Service including the latest portfolio holdings and factsheets.

If you cant find what you're looking for, contact us to speak to a member of our Intermediary Team.

Model name	Model type	Platform	Document type
7IM Active Model Portfolio - Holdings (Fusion)	Active	Fusion Wealth	Holdings
7IM Active Model Portfolio - Holdings (Novia)	Active	Novia	Holdings
7IM Active Model Portfolio - Holdings (Standard Life)	Active	Standard Life	Holdings
7IM Active Model Portfolio - Holdings (Transact)	Active	Transact	Holdings
7IM Active Model Portfolio - Terms of Business (Fusion)	Active	Fusion Wealth	Terms of Business
7IM Active Model Portfolio - Terms of Business (Novia)	Active	Novia	Terms of Business
7IM Active Model Portfolio - Terms of Business (Standard Life)	Active	Standard Life	Terms of Business
7IM Active Model Portfolio - Terms of Business (Transact)	Active	Transact	Terms of Business
7IM Active Model Portfolios - Factsheet - Adventurous	Active	7IM Platform	Factsheets
7IM Active Model Portfolios - Factsheet - Adventurous	Active	Novia	Factsheets
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Past Performance

While we aim to improve the predictability of the returns that our funds achieve for investors over the longer term, there can be no guarantees; past performance is not a guide to the future. The value of investments may go up and down and investors may get back less than they invested originally.