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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Responsible investing with 7IM: Understanding impact investing with Regnan
Watch back as we consider what impact investing means, look at examples of investments that Regnan has made in this space and the criteria they consider, and how they apply it.
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Five years on from Brexit: Lessons for investors
On the 5-year anniversary of the Brexit referendum, Ahmer Tirmizi, Senior Investment Strategist, explains how our multi-asset portfolios faired when the referendum outcome was announced, and why sometimes ‘not doing something’ is part of the plan.
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Our team are on hand to answer any questions you may have about a 7IM product or service.
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