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.

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.

Document name	Service	Document type	Download
14 years of responsible investing experience	Responsible investing	Brochures
7IM (Dublin) Funds Tax Report - 2015 Class A-B	Funds	Tax reports
7IM (Dublin) Funds Tax Report - 2015 Class C-D	Funds	Tax reports
7IM (Dublin) Funds Tax Report - 2016	Funds	Tax reports
7IM (Dublin) Funds Tax Report - 2017	Funds	Tax reports
7IM (Dublin) Funds Tax Report - 2018 (Revised)	Funds	Tax reports
7IM (Dublin) Funds Tax Report - 2019	Funds	Tax reports
7IM (Dublin) Funds Tax Report - 2020	Funds	Tax reports
7IM (Dublin) Funds Tax Report - 2021	Funds	Tax reports
7IM Bank Details	Platform, SIPP, Discretionary, Retirement	Fees & charges
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Funds

Fund centre for financial advisers

Find the latest fund documentation including portfolio holdings, factsheets and KIIDs via the 7IM fund centre.

Platform

Fund communications

All updates relating to the 7IM funds, including communications that have been issued

Article

Model portfolio centre

View our full list of models and their factsheets, holdings and terms of business in our Model Portfolio Centre.

Play

Platform help centre

Here you will find a host of useful information to help guide you when using the 7IM Platform.

Image of a mini yellow paddle boat on sand against a blue background

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.

Watch on demand

2022 Webinar

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.

Watch on demand

Image of a yellow rubber duck moving away from a pack of blue rubber ducks against a blue background

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'.