Active Model Portfolios
Your clients have access to decades of experience managing active portfolios
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.
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.
Rigorous risk management
Our Risk Management Team is independent from our Investment Management Team. Its robust approach is applied to all our portfolios.
Competitively priced
Our active model portfolios carry an annual portfolio fee of 0.25% +VAT, with the ongoing costs of the underlying holdings ranging between 0.50% and 0.70%.
7IM Active Model Portfolio range
7IM Active Cautious Model Portfolio
This model portfolio aims to provide a return, substantially by way of income though with limited capital appreciation by applying active asset allocation techniques to investments
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7IM Active Moderately Cautious Model Portfolio
This model portfolio aims to provide capital growth by applying active asset allocation techniques to investments
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7IM Active Balanced Model Portfolio
This model portfolio aims to provide a balance of income and capital appreciation by applying active asset allocation techniques to investments
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7IM Active Moderately Adventurous Model Portfolio
This model portfolio aims to provide an above average level of income, while seeking to maintain capital over the longer term by applying active asset allocation techniques to investments
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7IM Active Adventurous Model Portfolio
This model portfolio aims to provide capital growth by applying active asset allocation techniques to investments
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7IM Active Adventurous Plus Model Portfolio
This model portfolio aims to provide capital growth by applying active asset allocation techniques to investments
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7IM Model Portfolios are available on a range of investment platforms.
Interested in the 7IM Active Model Portfolios?
Download our MPS brochure
Providing all the information you need to know about the 7IM Model Portfolio Service.
Get in touch
Want to know more about the 7IM Model Portfolio Service? Get in touch with our team today.
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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Model Portfolio Centre
View our full list of models and their factsheets in our Model Portfolio Centre.
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