Key Benefits

  • Range of risk-rated model portfolios
  • Same investment processes that you expect from 7IM
  • Published average annualised expected returns to help you and your clients plan
  • Award-winning
  • 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.

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.