Passive Model Portfolios
Combining our expertise in asset allocation and passive investing
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
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.
Rigorous risk management
Our robust risk management procedures are applied to all our Passive Model Portfolios, just as they are to all our investments.
Competitively priced
Our passive model portfolios carry an annual portfolio fee of 0.25%, with the ongoing costs of the underlying holdings ranging between 0.20% and 0.40%.
7IM Passive Model Portfolio range
7IM Cautious Passive 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 passive investments
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7IM Moderately Cautious Passive Model Portfolio
This model portfolio aims to provide a return, substantially by way of accumulated income though with some capital appreciation by applying active asset allocation techniques to passive investments
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7IM Balanced Passive Model Portfolio
This model portfolio aims to provide a balance of income and capital appreciation by applying active asset allocation techniques to passive investments
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7IM Moderately Adventurous Passive Model Portfolio
This model portfolio aims to provide capital growth by applying active asset allocation techniques to passive investments
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7IM Adventurous Passive Model Portfolio
This model portfolio aims to provide capital growth by applying active asset allocation techniques to passive investments
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7IM Income Passive 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 passive investments
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The 7IM Model Portfolio Service is available on a range of investment platforms.
Interested in the 7IM Passive 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.
Discover more about 7IM
Active Model Portfolios
Your clients have access to decades of experience managing active portfolios.
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Pathway Model Portfolios
An ultra-low-cost range of passive model portfolios, using our long standing Strategic Asset Allocation.
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Model Portfolio Centre
View our full list of models and their factsheets, holdings and terms of business in our Model Portfolio Centre.
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