Stocks

7IM rolls out Active Model Portfolio range

06 Sep 2018

7IM’s active model portfolios, launched in response to adviser demand, are now available on more platforms.

7IM’s active model portfolio has now been rolled out onto the Ascentric, Novia and Transact platforms, having been on the 7IM Platform since their launch in January 2018. The range was introduced in response to adviser demand and incorporate Cautious, Moderately Cautious, Balanced, Moderately Adventurous and Adventurous risk profiles.

Commenting on the launch, Tom Sheridan, Chief Executive Officer, stated: “The rise of model portfolios has been a quiet revolution in asset management, and we have been there almost from the beginning. Our passive model portfolios now have a tried and tested, five year track record. As we have taken manager selection in house, and strengthened the investment team with our acquisition of Tcam Asset Management, it was logical to respond to adviser demand and introduce the active models.”

The investment management of the models will be led by Tony Lawrence, Senior Investment Manager, with the asset allocation coming from the 7IM strategic and tactical approach. They will be rebalanced on a quarterly basis, in line with 7IM’s passive model portfolio range.

While the 7IM active model portfolios include some well-known manager, the team have also sought out managers who they feel can bring to bear their contrarian, high conviction style which is across asset classes, risk profiles and the market cap spectrum. The manager selection process has also seen the team carefully look through short to medium term performance given the broad market increases and ensure the fund managers had a strong focus on balance sheets and valuations, with some defensive qualities for when markets do turn.

The charges for the active models on 7IM’s platform are as follows:

Active Models

In addition to the above charges, platform fees will also apply.

Please speak to your relationship manager or one of our business development support team on 020 7760 8829 or email BDMSupportTeam@7im.co.uk for more details.

* The annual management charge for the 7IM active model portfolios held on other platforms will be 0.30%.
** The costs of the underlying holdings will vary depending on the weighting of the portfolio and the Ongoing Charges Figures (OCFs) of the underlying investments.

 

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Seven Investment Management LLP is authorised and regulated by the Financial Conduct Authority and by the Jersey Financial Services Commission. Member of the London Stock Exchange. Registered office: 55 Bishopsgate, London EC2N 3AS. Registered in England and Wales number OC378740. The value of investments may fluctuate in price or value and you may get back less than the amount originally invested. Past performance is not a guide to the future. The investments may not be suitable for everyone and if you have any doubts you should contact your investment advisor.

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.
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.

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