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.

Get in touch

Get in touch

If you would like to know more about a 7IM service

0203 823 8829

Getintouch@7im.co.uk

Or if you prefer (or if it’s outside office hours) you can Contact us .

7IM Active Model Portfolios

Your clients have access to decades of experience managing active portfolios

Models Ratings

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%, 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

7IM Active Moderately Cautious Model Portfolio

This model portfolio aims to provide capital growth by applying active asset allocation techniques to investments

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

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

7IM Active Adventurous Model Portfolio

This model portfolio aims to provide capital growth by applying active asset allocation techniques to investments

7IM Active Adventurous Plus Model Portfolio

This model portfolio aims to provide capital growth by applying active asset allocation techniques to investments

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.

Fidelity International

Interested in the 7IM Active Model Portfolios?

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

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Get in touch

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

0203 823 8829

Getintouch@7im.co.uk

Book a virtual meeting

Resources

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.

Getintouch@7im.co.uk

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Discover more about 7IM

Models Appetiser

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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Responsible Choice Model Portfolios

We all want to make things better. For the world and for ourselves.

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Passive Model Portfolios

An ultra-low-cost range of passive model portfolios, using our long standing Strategic Asset Allocation.

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Partnership Model Portfolios

Supporting the design and delivery of your centralised investment proposition.