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 Income Model Portfolios

Designed for clients who require a regular income

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Underpinned by our SAA
The income 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 a range of passive and active investments, with the aim of paying out a regular income.
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Rigorous risk management
Our robust risk management procedures are applied to all our Income Model Portfolios, just as they are to all our investments.
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Competitively priced
Our Income Model Portfolios carry an annual portfolio fee of 0.25%, with the ongoing costs of the underlying holdings ranging between 0.25% and 0.36%.

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 Income Model Portfolios?

You can invest in the 7IM Income Model Portfolios via the 7IM Platform as well as a number of leading investment platforms.

Scroll to explore the full list of available options.

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 Income 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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Passive Model Portfolios
An ultra-low-cost range of passive model portfolios, using our long standing Strategic Asset Allocation.
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