Investment Objective

The fund aims to provide a total return substantially by way of income with some capital appreciation. There may be a moderate risk to capital.

Investment Process

Our process begins with the formulation of a strategic asset allocation. This asset allocation is reviewed regularly based on our assessment of current economic, political and market conditions. These investment decisions are implemented predominantly with active and passive securities.

What You Need To Consider

Prior to investing, you need to consider the level of risk you are prepared to take, how much growth you want to achieve, and over what time period. If you have a long time to grow your investments you might be able to ride out market ups and downs better than someone who needs their money in just 5 years. You should regularly reassess the suitability of your investments to ensure that they continue to meet your investment goals and suit your time horizon. You should be aware that there can be no guarantees. The value of investments may go up and down and you may get back less than you invested originally.

Fund Availability And Risk Mapping

The 7IM funds are available via the majority of the major wraps, platforms and life and pension wrappers. If you would like further information please call us on 020 7760 8777.


7IM Moderately Cautious (Dublin) Fund may be suitable for those investors wanting to achieve a total return, substantially by way of income but with some capital appreciation by investing in a sub-fund that allows investment in a wide range of asset classes, regions, currencies and investment types.