We manage money aiming to achieve an expected return - trying to provide greater predictability of the outcome your clients receive. Planning their future is far easier this way.
The 7IM Balanced Fund graph illustrates our approach. The orange line shows an expected return, the yellow and red lines likely maximum and minimum divergence from that expected return (you will see that divergence narrows over time) and the black line shows what return has been achieved.
Points for you and your clients to consider
- Investment in the 7IM funds will not be suitable for everybody. However much we aim to improve the predictability of the returns that our funds achieve for investors over the longer term, there can be no guarantees; the value of investments may go up and down and your investors may get back less than they invested originally.
- Investing in our funds is a long term commitment and not really suited to those who wish to invest for less than 5 years.
- Past performance is not a guide to the future.