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 Passive Model Portfolios

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

Models Ratings
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.
Quarterly rebalance
The portfolios are brought back into line with our long-term Strategic Asset Allocation on a quarterly basis.
Rigorous risk management
As with all 7IM’s investments, the Passive Model Portfolios are underpinned by our robust risk-management procedures.
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%.
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.

Interested in our Passive 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 Passive Model Portfolios? 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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