Key Benefits

  • Range of risk-rated model portfolios - available Offshore and UK
  • Same investment processes that you expect from 7IM - Active and Passive implementation
  • Published average annualised expected returns to help you and your clients plan
  • Award-winning
  • Available on most platforms
  • Easy sign-up process
  • High levels of adviser support including portfolio review service


What makes our model portfolios different?

The 7IM Model Portfolios are risk rated portfolios which benefit from the same robust and disciplined investment processes that you expect from 7IM. We use the same decision-making process to decide the asset allocation that we use for our 7IM Asset Allocated Passive (AAP) Funds and Multi-Manager funds.

The process consists of a strategic (backward looking) analysis, combined with a tactical (forward looking) view. Portfolios are then adjusted every quarter to reflect the ever-changing economic and market conditions.

Where are 7IM Model Portfolios available?
Our Model Portfolios are available on all of the leading industry platforms – see logos. Click the link below to find out more.

Fees and Charges on Platforms

Additionally, you can access the Model Portfolios on the 7IM Platform. Click the link below to find out more.

Fees and Charges on the 7IM Platform

RSMR - DFM Defaqto 2019 - DFM MPS Direct Portfolio Family - 5 Diamond