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.

Get in touch

Get in touch

If you would like to know more about a 7IM service

Getintouch@7im.co.uk

Or if you prefer (or if it’s outside office hours) you can Contact us .

7IM Asset Allocated Passive (AAP) Funds

Allow your clients to enjoy the advantages of active asset allocation but with significantly lower costs

AAP Ratings

Robust investment process

Our experienced Investment Team combines our long standing Strategic Asset Allocation (SAA) with a Tactical Asset Allocation (TAA) overlay, implemented primarily through passive and smart passive instruments.

Expertise in passive security selection

Our Investment Team, which have decades of experience researching and selecting passive and smart passive instruments, aims to build a range of funds which reflects our asset allocation decisions and controls costs.

The advantage of scale

The scale of these funds allows us to negotiate advantageous terms with the providers of the trackers and exchange-traded funds (ETFs), and to pass the cost savings back into the fund.

Available on a range of platforms

You can invest in 7IM AAP funds via the 7IM Platform or on other platforms. Or you can invest directly with Northern Trust Global Services.

Our AAP fund range are available in a number of risk profiles:

7IM AAP Cautious

Our AAP cautious risk rated fund

7IM AAP Moderately Cautious

Our moderately cautious risk rated fund

7IM AAP Balanced

Our balanced risk rated fund

7IM AAP Moderately Adventurous

Our moderately adventurous risk rated fund

7IM AAP Adventurous

Our adventurous risk rated fund

Our income fund

Where can you invest in the 7IM AAP funds?

You can invest in the 7IM AAP funds 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 AAP funds?

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Call or email us

Want to know more about the 7IM AAP funds? Get in touch with our team today.

Getintouch@7im.co.uk

Resources

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To book a virtual meeting with our team, use the link below and select the region your firm is located, then choose a date and time that suits you.

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Fund performance and documentation

View fund prices, information and documentation for the 7IM funds available to financial advisers.

7IM Pathbuilder Funds

Offering your clients a well-diversified range of passive funds that benefit from our robust Strategic Asset Allocation at a competitive price.

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Sustainable Balance Fund

We've been running a successful Sustainable Balance fund since 2007, managed to ethical, sustainable and ESG principles.