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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7IM Active Model Portfolios

Your clients have access to decades of experience managing active portfolios

2021 Models 5 Diamond
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Underpinned by our SAA
The active model portfolios are underpinned by our Strategic Asset Allocation (SAA), reviewed annually, which acts as the long-term investment plan.
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Review and rebalance
Our Investment Team apply tactical tilts through a quarterly rebalance, ensuring that clients’ returns are maximised and risk levels are adhered to. The asset allocation is implemented predominately using active managers.
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Rigorous risk management
Our Risk Management Team is independent from our Investment Management Team. Its robust approach is applied to all our portfolios.
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Competitively priced
Our active model portfolios carry an annual portfolio fee of 0.25%, with the ongoing costs of the underlying holdings ranging between 0.50% and 0.70%.
Where can you invest in the 7IM Active Model Portfolios?

You can invest in the 7IM Active Model Portfolios via the 7IM Platform as well as a number of leading investment platforms.

If the investment platform you use is not listed, please get in touch with our team.

Interested in the 7IM Active Model Portfolios?

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Download our MPS brochure

Providing all the information you need to know about the 7IM Model Portfolio Service.

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Want to know more about the 7IM Model Portfolio Service? Get in touch with our team today.

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Complete the Terms of Business

Not using the 7IM Platform? Complete the Terms of Business and email a signed copy to us to enable access to the Model Portfolio Service.

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