Literature Centre
View all documents associated with our investment services including brochures, user guides and application forms.
For the latest documents relating to our fund and model portfolios, including holdings and factsheets, please refer to either our Fund Centre or Model Portfolio Centre.
If you can’t find what you’re looking for, contact us to speak to a member of our Intermediary Team.
Fund centre for financial advisers
Find the latest fund documentation including portfolio holdings, factsheets and KIIDs via the 7IM fund centre.
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Fund communications
All updates relating to the 7IM funds, including communications that have been issued
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Model portfolio centre
View our full list of models and their factsheets, holdings and terms of business in our Model Portfolio Centre.
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Platform help centre
Here you will find a host of useful information to help guide you when using the 7IM Platform.
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The Elephant in the room
Join Catriona Reed and Matt Yeates as they discuss how we use long-term return forecasts to set realistic return guidelines for our portfolios.
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When good weather is bad news
“Dealing with climate change and reducing emissions is a huge challenge for the world, which will provide abundant opportunities for investors.” Terence Moll explains how we have added a climate change solution to portfolios.
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Cant find what you are looking for?
Our team are on hand to answer any questions you may have about a 7IM product or service.
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Financial Intermediary
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