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 Active Model Portfolios

Your clients have access to decades of experience managing active portfolios

Models Ratings
Underpinned by our SAA
The active model portfolios are underpinned by our Strategic Asset Allocation (SAA), reviewed annually, which acts as the long-term investment plan.
Review and rebalance
Our Investment Team apply tactical tilts through a quarterly rebalance, ensuring that clients’ returns are maximised and risk levels are adhered to. The asset allocation is implemented predominately using active managers.
Rigorous risk management
Our Risk Management Team is independent from our Investment Management Team. Its robust approach is applied to all our portfolios.
Competitively priced
Our active model portfolios carry an annual portfolio fee of 0.25%, with the ongoing costs of the underlying holdings ranging between 0.50% and 0.70%.
Where can you invest in the 7IM Active Model Portfolios?

You can invest in the 7IM Active 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 the 7IM Active Model Portfolios?

Download our MPS brochure

Providing all the information you need to know about the 7IM Model Portfolio Service.

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Want to know more about the 7IM Model Portfolio Service? Get in touch with our team today.

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.

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