Our Model Portfolio Service

More than just a portfolio. The 7IM Model Portfolios are risk rated portfolios, which benefit from the same robust and disciplined investment processes that you can expect from 7IM.

The new 7IM Pathway Range


  • *NEW* 7IM Pathway
  • 7IM AAP & Multi-Manager

Welcome to 7IM Pathway

Built to meet the varying needs of you and your clients

7IM is a pioneer when it comes to providing passive investment solutions to the retail market, using passive and smart passives in funds, models portfolios and discretionary services since 2008. Furthermore, we have always strived to not only be clear and transparent about our charges but also to continue to drive down costs in an economical manner to provide the best product we can at the most competitive price for advisers and their clients.

This is why we have developed 7IM Pathway which provides you and your clients:

  • A range of very competitively priced multi-asset passive model portfolios, costing just 0.125% (plus VAT and underlying investments)
  • Managed to 7IM’s robust strategic asset allocation framework
  • Underpinned by 7IM’s rigorous risk management procedure

In an environment of ever-increasing pressure on costs, market volatility, tightening yields and regulation, we believe that 7IM Pathway offers a simple, cost effective, well-diversified suite of portfolios to meet the varying needs of you and your clients.

Where are 7IM pathway model portfolios available?

7IM Pathway Models are available on the 7IM platform, as well as a number of other leading industry platforms:

Pathway Models on Platforms

7IM AAP & Multi-Manager Model Portfolios

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 can 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 analysis, combined with a tactical 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


Platform Name Document Name Select
Sort by
Hubwise
Documents
Hubwise Documents
Hubwise
7IM Model Portfolios - Factsheet - Adventurous (Hubwise)
Hubwise
Hubwise
7IM Model Portfolios - Factsheet - Balanced (Hubwise)
Hubwise
Hubwise
7IM Model Portfolios - Factsheet - Cautious (Hubwise)
Hubwise
Hubwise
7IM Model Portfolios - Factsheet - Moderately Adventurous (Hubwise)
Hubwise
Hubwise
7IM Model Portfolios - Factsheet - Moderately Cautious (Hubwise)
Hubwise
Wren Sterling
Documents
Wren Sterling Documents
Wren Sterling
Wren Sterling Model Portfolios - Holdings
Wren Sterling

Get in touch


Seven Investment Management
55 Bishopsgate
London
EC2N 3AS
F020 7760 8799
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.

An error occurred!