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 Blended Model Portfolios

Combining our expertise in asset allocation and passive investing

Models Ratings
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
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.
Rigorous risk management
Our robust risk management procedures are applied to all our Blended Model Portfolios, just as they are to all our investments.
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%.

7IM Blended Model Portfolio range

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.

Interested in the 7IM Blended Model Portfolios?

Download our Model Portfolio Service 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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