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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If you would like to know more about a 7IM service

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Or if you prefer (or if it’s outside office hours) you can Contact us .

7IM Blended Model Portfolios

Combining our expertise in asset allocation and passive investing

Models Ratings

Underpinned by our SAA

The blended models are underpinned by our Strategic Asset Allocation (SAA), reviewed annually, which acts as the long-term investment plan

Review and rebalance

Our investment team apply tactical tilts through a quarterly rebalance, ensuring that clients' returns are maximised and risk levels are adhered to. The asset allocation is implemented using predominantly passive instruments.

Rigorous risk management

Our robust risk management procedures are applied to all our Blended Model Portfolios, just as they are to all our investments.

Competitively priced

Our Blended Model Portfolios carry an annual portfolio fee of 0.25%, with the ongoing costs of the underlying holdings ranging between 0.20% and 0.40%.

7IM Blended Model Portfolio range

7IM Cautious Blended Model Portfolio

This model portfolio aims to provide a return, substantially by way of income though with limited capital appreciation by applying active asset allocation techniques to passive investments

7IM Moderately Cautious Blended Model Portfolio

This model portfolio aims to provide a return, substantially by way of accumulated income though with some capital appreciation by applying active asset allocation techniques to passive investments

7IM Balanced Blended Model Portfolio

This model portfolio aims to provide a balance of income and capital appreciation by applying active asset allocation techniques to passive investments

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7IM Moderately Adventurous Blended Model Portfolio

This model portfolio aims to provide capital growth by applying active asset allocation techniques to passive investments

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7IM Adventurous Blended Model Portfolio

This model portfolio aims to provide capital growth by applying active asset allocation techniques to passive investments

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7IM Adventurous Plus Blended Model Portfolio

This model portfolio aims to provide capital growth by applying active asset allocation techniques to passive investments

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7IM Income Blended Model Portfolio

This model portfolio aims to provide an above average level of income, while seeking to maintain capital over the longer term by applying active asset allocation techniques to passive investments

Where can you invest in the 7IM Blended Model Portfolios?

You can invest in the 7IM Blended Model Portfolios via the 7IM Platform as well as a number of leading investment platforms.

If the investment platform you use is not listed, please get in touch with our team.

Interested in the 7IM Blended Model Portfolios?

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Providing all the information you need to know about the 7IM Model Portfolio Service

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Want to know more about the 7IM Model Portfolio Service? Get in touch with our team today.

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Complete the Terms of Business

Not using the 7IM Platform? Complete the Terms of Business and email a signed copy to us to enable access to the Model Portfolio Service.

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Discover more about 7IM

Responsible Choice Model Portfolios

We all want to make things better. For the world and for ourselves.

Active Model Portfolios

Your clients have access to decades of experience managing active portfolios.

Passive Model Portfolios

An ultra-low-cost range of passive model portfolios, using our long standing Strategic Asset Allocation.

Partnership Model Portfolios

Supporting the design and delivery of your centralised investment proposition.