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 Passive Model Portfolios

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

2021 Models 5 Diamond
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Underpinned by our SAA
The Passive Model Portfolios are underpinned by our Strategic Asset Allocation (SAA), reviewed annually, which acts as the long-term investment plan.
Flexible
Quarterly rebalance
The portfolios are brought back into line with our long-term strategic asset allocation on a quarterly basis.
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Rigorous risk management
As with all 7IM’s investments, the Passive Model Portfolios are underpinned by our robust risk-management procedures.
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Ultra-low cost
Our Passive Model Portfolios carry an annual portfolio fee of just 0.15%, with the ongoing costs of the underlying holdings ranging between 0.07% and 0.15%.
Where can you invest in the 7IM Passive Model Portfolios?

You can invest in the 7IM Passive 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 our Passive Model Portfolios?

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Download our Model Portfolio Service 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 Passive Model Portfolios? 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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