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 Passive Model Portfolios

An ultra-low-cost range of passive model portfolios, using our long standing Strategic Asset Allocation

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Underpinned by our SAA
The Passive Model Portfolios are underpinned by our Strategic Asset Allocation (SAA), reviewed annually, which acts as the long-term investment plan.
Flexible
Quarterly rebalance
The portfolios are brought back into line with our long-term Strategic Asset Allocation on a quarterly basis.
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Rigorous risk management
As with all 7IM’s investments, the Passive Model Portfolios are underpinned by our robust risk-management procedures.
Money
Ultra-low cost
Our Passive Model Portfolios carry an annual portfolio fee of just 0.15%, with the ongoing costs of the underlying holdings ranging between 0.07% and 0.15%.
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 Passive Model Portfolios?

You can invest in the 7IM Passive 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
Aviva
Fidelity International
Fusion Wealth
M&G Wealth
Nucleus
Quilter
Scottish Widows
Transact
Wealthtime

Interested in our Passive 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 Passive Model Portfolios? Get in touch with our team today

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

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Blended Model Portfolios
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Partnership Model Portfolios
Supporting the design and delivery of your centralised investment proposition.
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