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

0203 823 8829
Getintouch@7im.co.uk

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

7IM Blended Model Portfolios

Combining our expertise in asset allocation and passive investing

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Underpinned by our SAA
The blended models are underpinned by our Strategic Asset Allocation (SAA), reviewed annually, which acts as the long-term investment plan
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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 using predominantly passive instruments.
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Rigorous risk management
Our robust risk management procedures are applied to all our Blended Model Portfolios, just as they are to all our investments.
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Competitively priced
Our Blended Model Portfolios carry an annual portfolio fee of 0.25%, with the ongoing costs of the underlying holdings ranging between 0.20% and 0.40%.
Models Ratings

Factsheets

You can view all of our Model Portfolio documents using the link below.

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Where can you invest in the 7IM Blended Model Portfolios?

You can invest in the 7IM Blended 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.

7IM
Abrdn
Aegon
Aviva
Fidelity International
Fusion Wealth
James Hay
M&G Wealth
Morningstar Wealth Platform
Nucleus
Quilter
Scottish Widows
Transact
Wealthtime

Interested in the 7IM Blended Model Portfolios?

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Download our Model Portfolio Service brochure

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

Download now
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Get in touch

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

0203 823 8829
Getintouch@7im.co.uk
Book a virtual meeting
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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.

Getintouch@7im.co.uk
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Discover more about 7IM

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Responsible Choice Model Portfolios
We all want to make things better. For the world and for ourselves.
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Active Model Portfolios
Your clients have access to decades of experience managing active portfolios.
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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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Partnership Model Portfolios
Supporting the design and delivery of your centralised investment proposition.
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