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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10 years of paddling; under the surface of model portfolios
From the challenges of the operational burden to narrowing down the investments universe, we sat down to talk through the most common difficulties faced by advisers when it comes to managing model portfolios, and how we manage these ourselves.
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Finding clarity amongst turmoil
During times of crisis, the natural response for many is to react as they attempt to regain control. These actions can be detrimental to long-term planning, which is why, at 7IM, we stick to what we know, our understanding of psychology and long-term approach to investing.
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Thinking differently about… US equity markets in 2022
Following the recent dip in performance from large US tech stocks, Ben Kumar, Senior Investment Strategist, highlights why it’s good to ‘think differently'.
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Financial Intermediary
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