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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Passive Model Portfolios

Combining our expertise in asset allocation and passive investing

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Underpinned by our SAA
The active models 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 passive and smart passive instruments.
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Rigorous risk management
Our robust risk management procedures are applied to all our Passive Model Portfolios, just as they are to all our investments.
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Competitively priced
Our passive model portfolios carry an annual portfolio fee of 0.25% +VAT, with the ongoing costs of the underlying holdings ranging between 0.20% and 0.40%.

7IM Passive Model Portfolio range

7IM Model Portfolios are available on a range of investment platforms.

Platforms NOTE

Interested in the 7IM Passive 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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