7IM Responsible Choice Model Portfolios
We all want to make things better. For the world and for ourselves.
That’s why we launched the Responsible Choice Model Portfolios. We’re using our expertise in responsible and multi-asset investing to help your clients make a difference, now.
Covering the full responsible investment spectrum
Ethical and ESG investments sit at the foundations of the portfolios, but we also look beyond these for positive long-term themes and impacts – societal as well as environmental.
Underpinned by our Strategic Asset Allocation
Like all our model portfolios, the Responsible Choice Models are underpinned by our Strategic Asset Allocation (SAA), which acts as the long-term investment plan.
Review and rebalance responsibly
Our Investment Management Team apply responsibly screened tactical tilts through a quarterly rebalance to enhance returns and ensure risk levels are adhered to.
Rigorous and robust risk management
The Responsible Choice Model Portfolios are underpinned by the same robust risk management procedures that all 7IM’s investments benefit from.
Proven performers
We've been running the 7IM Sustainable Balance Fund since 2007 - a long period in an area where many funds are not able to boast such an extended track record. We're applying this experience and expertise to the Responsible Choice range.
Specialists in multi-asset
Our Investment Team has decades of experience in multi-asset investing. We have developed our strategy and processes over time, and are used to dealing with whatever happens in the markets.
Available in 6 risk profiles
The Responsible Choice Model Portfolios incorporate six risk profiles ranging from Cautious to Adventurous Plus, for clients who want to take a responsible attitude to their investments.
Competitively priced
Annual fee of just 0.30%.
Past performance is not a guide to future performance.
7IM Responsible Choice range
7IM Responsible Choice Cautious Model Portfolio
The model aims to provide a return by way of income with some capital growth from a portfolio that covers the full responsible investment spectrum.
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7IM Responsible Choice Moderately Cautious Model Portfolio
The model aims to provide a return by way of income with some capital growth from a portfolio that covers the full responsible investment spectrum.
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7IM Responsible Choice Balanced Model Portfolio
The model aims to provide a balance of income and capital growth from a portfolio that covers the full responsible investment spectrum.
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7IM Responsible Choice Moderately Adventurous Model Portfolio
The model aims to provide a return primarily by way of capital growth, with some income, from a portfolio that covers the full responsible investment spectrum.
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7IM Responsible Choice Adventurous Model Portfolio
The model aims to provide capital growth from a portfolio that covers the full responsible investment spectrum.
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7IM Responsible Choice Adventurous Plus Model Portfolio
The model aims to provide capital growth from a portfolio that covers the full responsible investment spectrum.
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Where can you invest in the 7IM Responsible Choice Model Portfolios?
You can invest in the 7IM Responsible Choice 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.
What difference could your client's investment make?
When considering what difference an investment into a 7IM Responsible Choice Model Portfolio will have, we look at the reduction in carbon compared to an investment in a global equity index.
See the difference
Fund Screening Policy
We adopt a rigorous, multi-step process when it comes to selecting third-party funds and products to ensure that only appropriate investments make it into the Responsible Choice Portfolios.
Fund screening policy
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.
Terms of Business
Get in touch
Want to know more about the 7IM Model Portfolio Service? Get in touch with our team today.
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Responsible investing with 7IM
Investing responsibly has the power to make a positive, long-term difference to the world around us. And as Investment Managers, we have an important role to play.
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Sustainable Balance Fund
We've been running a successful Sustainable Balance Fund since 2007, managed to ethical, sustainable and ESG principles.
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Model Portfolio Documentation
Here you can find all documents relating to the 7IM Model Portfolio Service, including the latest portfolio holdings and factsheets.
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