Our Investment Approach


We manage money aiming to achieve an expected return - trying to provide greater predictability of the outcome you receive. Planning your 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.
7IM Balanced Fund

How we manage the process


To work out the best way to achieve those expected returns for our risk profiled strategies, as economies evolve and markets react, we have a three step process.

  • 1 Anchor

    1 Anchor

    Annually we create the anchor
    position for our strategies.

  • 2 Assess

    2 Assess

    Quarterly we assess how current events
    - economic, political and market driven
    - will have an impact on that anchor
    position

  • 3 Implement

    3 Implement

    As for working out the best
    ways to implement the thinking
    done in steps 1 and 2, that is
    happening all the time.

This continuous cycle of thought is a blend of art and science.

OUR CORE RISK PROFILE SPECTRUM

We provide a range of risk profiles to meet the needs of investors from the cautious to the adventurous.

  • Cautious

  • Moderately Cautious

  • Balanced

  • Moderately Adventurous

  • Adventurous

WHAT 7IM PROVIDES


At 7IM we really try to put everything in place to reduce the worry about investing.

  • Improved predictability

  • Choice of risk profile

  • A disciplined process

  • A good night's sleep as you won't need to worry

  • A safe pair

  • A smoother ride 

  • Cost-conscious

  • Risk management


You should be aware that the value of investments may go up and down and investors may get back less than they invested originally.

Get in touch


Seven Investment Management
55 Bishopsgate
London
EC2N 3AS
T020 7760 8777
F020 7760 8799

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