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 Responsible Choice Model Portfolios

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

That’s why we launched the Responsible Choice Model Portfolios. We’re using our expertise in responsible and multi-asset investing to help your clients make a difference, now.

3D Small
Footprint
Covering the full responsible investment spectrum
Ethical and ESG investments sit at the foundations of the portfolios, but we also look beyond these for positive long-term themes and impacts – societal as well as environmental.
Money
Underpinned by our Strategic Asset Allocation
Like all our model portfolios, the Responsible Choice Models are underpinned by our Strategic Asset Allocation (SAA), which acts as the long-term investment plan.
Scales
Review and rebalance responsibly
Our Investment Team apply responsibly screened tactical tilts through a quarterly rebalance to enhance returns and ensure risk levels are adhered to.
Health Insurance
Rigorous and robust risk management
The Responsible Choice Model Portfolios are underpinned by the same robust risk management procedures that all 7IM’s investments benefit from.
Award
Proven performers
7IM are proven performers in responsible investing. We’ve been running a Sustainable Balance fund for over 14 years which boasts top quartile performance over 3, 5 and 10 years. We're applying this experience and expertise to the Responsible Choice range.
Team
Specialists in multi-asset
Our Investment Team has decades of experience in multi-asset investing. We have developed our strategy and processes over time, and are used to dealing with whatever happens in the markets.
Family Future
Available in 5 risk profiles
The Responsible Choice Model Portfolios incorporate five risk profiles ranging from Cautious to Adventurous, for clients who want to take a responsible attitude to their investments.
Shopping Basket
Competitively priced
Annual fee of just 0.30%.
Past performance is not a guide to future performance.

The 7IM Model Portfolio Service is available on a range of investment platforms.

Platforms NOTE

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