A few weeks ago I had the pleasure of meeting up with George Winters, head of intermediary relationship management at 7IM, who was quite excited about several propositional developments including the imminent launch of a new suite of portfolios. At the time he wasn’t at liberty to share the minute details (no matter how much I pried!) although we were pleased to see the official announcement go out this week.

New ‘ultra-low cost’ portfolios

As we’ve seen over the years, 7IM is a pioneer when it comes to delivering passive investment solutions. In fact, they’ve used passive and smart passives in funds, model portfolios and discretionary services since 2008. As a business they always strive to not only be clear and transparent about their charges, but also to continue to drive down costs economically and to provide the best product they can at the most competitive price.

This is their reasoning behind developing the 7IM Pathway range, a solution that provides advisers and their clients with:

 

» A range of very competitively priced multi-asset passive model portfolios, costing just 0.125% (plus VAT and underlying investments)

» Managed to 7IM’s robust strategic asset allocation framework

» Underpinned by 7IM’s rigorous risk management procedure

In an environment of ever-increasing pressure on costs, market volatility, tightening yields and regulation, the 7IM Pathway solution appears to offer a simple, cost effective, well-diversified suite of portfolios to meet the varying needs of clients.

Where are 7IM pathway model portfolios available?

The 7IM Pathway Models are available on the 7IM platform, as well as six other leading industry platforms – with several more in the pipeline:

Pathway Models on Platforms

 

The new range has five pathways of varying risk which will be managed by 7IM’s investment team. Example asset allocation:

Asset Allocation Pathway 1 Pathway 2 Pathway 3 Pathway 4 Pathway 5
UK Equity 10% 17% 20% 26% 28%
US Equity 8% 14% 20% 25% 26%
Japan Equity 3% 4% 8% 10% 12%
European Equity 4% 5% 9% 10% 12%
Emerging Markets Equity 3% 4% 7% 10% 15%
Global Government Bonds 11% 8% 5% 2%
Gilts And Government-Related Securities 7% 5% 3%
Global Corporate Bonds 33% 23% 8% 2%
Global High Yield 6% 7% 5% 4%
Global Inflation Linked Bonds 4% 3% 3%
Emerging Market Debt 6% 4% 5% 4%
Real Estate 3% 5% 5% 5%
Cash & Money Markets 5% 3% 2% 2% 2%

 

The portfolios will be rebalanced quarterly although 7IM may change the asset allocation at any time to ensure the portfolios remained aligned with the overall asset allocation goal.

 

Verona Kenny, managing director of intermediary at 7IM, said:

7IM is a pioneer when it comes to providing passive investment solutions to the retail market, using passive and smart passives in funds, models portfolios and discretionary services since 2008.

The launch of the 7IM Pathway range sees us building on this reputation whilst responding to the changing market we work in to deliver a very competitively priced multi-asset passive solution.”

To find out more, and access the full suite of supporting literature, please visit the 7IM website.

 


This post was created for the DISCUS website to announce the new portfolio launch from 7IM (Seven Investment Management). You can find out more about their investment services here ›