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 to consider

  • In making any choice of investment you need to consider the level of risk you are prepared to take and how much you need to achieve over what time.
  • Investing in our funds is a long term commitment and not really suited to those who wish to invest for less than 5 years.
  • And of course you must always remember that, however much we aim to improve the predictability of the returns that our funds achieve for you over the longer term, there can be no guarantees; the value of investments may go up and down and you may get back less than you invested originally.
  • Past performance is not a guide to the future.
  • If you are in any doubt about the suitability of the investment or service, you should consult a professional financial adviser.
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

    Annualy 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

  • 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.


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


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

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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