7IM Passive Model Portfolios

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

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.

Quarterly rebalance

The portfolios are brought back into line with our long-term Strategic Asset Allocation on a quarterly basis.

Rigorous risk management

As with all 7IM’s investments, the Passive Model Portfolios are underpinned by our robust risk-management procedures.

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%.

7IM Passive Model Portfolio range

7IM Cautious Passive Model Portfolio

For Cautious, the majority of the portfolio will be invested in fixed income assets, with some allocation to equity

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7IM Moderately Cautious Passive Model Portfolio

For Moderately Cautious, a large part of the portfolio will be invested in fixed income assets, with a moderate allocation to equity

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7IM Balanced Passive Model Portfolio

For Balanced, the portfolio will be broadly spread across fixed income and equity assets

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7IM Moderately Adventurous Passive Model Portfolio

For Moderately Adventurous, a moderate part of the portfolio will be invested in fixed income assets, with a large allocation to equity

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7IM Adventurous Passive Model Portfolio

For Adventurous, a small part of the portfolio will be invested in fixed income assets, with the majority allocated to equity

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7IM Adventurous Plus Passive Model Portfolio

For Adventurous Plus, the portfolio is almost exclusively allocated to equity

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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?

Download our Model Portfolio Service brochure

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 Passive Model Portfolios? Get in touch with our team today

0203 823 8829

Getintouch@7im.co.uk

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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.

Getintouch@7im.co.uk

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