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 fund range

Benefit from a range of funds that are robustly managed, well diversified and carefully shaped to meet different investment requirements and objectives

Bullseye
Pathbuilder
A range of multi-asset passive funds built on 7IM’s tried and tested Strategic Asset Allocation. Offering your clients the benefits of diversified returns and the reassurance of carefully balanced and strictly managed risk – at a competitive price
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Flexible
AAP
A ground-breaking concept when these first launched in 2008, the AAP funds provide the advantage of an active approach to asset allocation which is implemented through passive investments.
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Team
Multi Manager
Pioneered in 2003, the Multi Manager funds are diversified across asset classes, regions and manager styles and incorporate both active and passive holdings.
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Investing
Sustainable Balance
We’ve been running a successful Sustainable Balance fund since 2007, managed to ethical, sustainable and ESG principles.
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Other 7IM funds

These funds have been created to meet a specific objective, whether it’s housing personal injury awards or aiming to provide inflation-beating returns

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What’s the thinking behind our investment approach?

At 7IM, we’re proud to be unashamedly conservative. Hear more from Martyn Surguy, Chief Investment Officer, about what to expect from an investment with 7IM.

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Discover more about 7IM

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Fund performance and documentation
View fund prices, information and documentation for the 7IM funds available to financial advisers.
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7IM Model Portfolio Service
Our model portfolios are constructed to meet a range of individual clients’ needs according to their risk appetite and goals.
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Model Portfolio Documentation
Here you can find all documents relating to the 7IM Model Portfolio Service, including the latest portfolio holdings and factsheets.
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