The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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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 nameModel typePlatformDocument typeDownload
7IM Active Model Portfolio - Holdings (Fusion) ActiveFusion WealthHoldings
7IM Active Model Portfolio - Holdings (Novia) ActiveNoviaHoldings
7IM Active Model Portfolio - Holdings (Standard Life) ActiveStandard LifeHoldings
7IM Active Model Portfolio - Holdings (Transact) ActiveTransactHoldings
7IM Active Model Portfolio - Terms of Business (Fusion) ActiveFusion WealthTerms of Business
7IM Active Model Portfolio - Terms of Business (Novia) ActiveNoviaTerms of Business
7IM Active Model Portfolio - Terms of Business (Standard Life) ActiveStandard LifeTerms of Business
7IM Active Model Portfolio - Terms of Business (Transact) ActiveTransactTerms of Business
7IM Active Model Portfolios - Factsheet - Adventurous Active7IM PlatformFactsheets
7IM Active Model Portfolios - Factsheet - Adventurous ActiveNoviaFactsheets
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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.

Financial Intermediary

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