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 Model Portfolios For Financial Advisers

Our model portfolios are constructed to meet a range of individual clients’ needs according to their risk appetite and goals

Footprint
Responsible Choice
Be part of a better future, today, with the Responsible Choice Models. These models combine our expertise in responsible and multi asset investing to help your clients make a difference, but without sacrificing performance.
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Platform
Active
Our Active Model Portfolios employ the same active allocation process and discipline we use for our funds. Strategic Asset Allocation is our long-term plan, while Tactical Asset Allocation informs short-term adjustments.
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Platforms
Blended
Like the active models, these models use the same active asset allocation process, but to keep costs down, the entire asset allocation is implemented with predominantly passive investments.
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Mis Retirement Income
Passive
The Passive Model Portfolios exclusively use our Strategic Asset Allocation, with no tactical overlay. This approach allows us to offer you and your clients a range of very competitively priced multi asset model portfolios, costing just 0.15%.
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Partnership Model Portfolios

Running your own centralised investment proposition can be a time-consuming activity. A 7IM Partnership Model Portfolio could be the solution.

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Partnership Models
Past performance is not a guide to future returns.
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What to do when panic hits?
When panic hits the financial markets, it’s important to have a plan. We look after the investments, advisers look after the clients.
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What’s scary isn’t the same as what’s important
In times of dreadful hysteria, it's important to take a step back, reflect, not react and think in decades rather than days when it comes to managing investments.
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The Tempest: Investing through a sea-change
Like leaving the calm of a lake for the open sea, model portfolios face tough challenges.
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Our Model Portfolio Service awards and ratings

We have always prided ourselves on the service and solutions that we provide our clients but don't just take our word for it.

Defaqto MPS Direct 5 Star 2023
Defaqto DFM MPS On Platform 5 Star 2023

How we manage money

7IM’s investment process looks back in time, to learn from history, and forwards, to predict what may happen next.

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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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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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Passive Model Portfolios
An ultra-low-cost range of passive model portfolios, using our long standing Strategic Asset Allocation.
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7IM Intermediary brand shape image 17Commentary
November 2023 Monthly commentary
7IM’s Investment Management team look back at last month’s events, explain what actions they have taken and detail our core views.
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Financial Intermediary

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