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Seven Investment Management
 Seven Investment Management125 Old Broad Street Sales contactNick Heath |
The proposition7IM have a range of investments that provide cost effective, compliant and competitive solutions that meet the needs of intermediaries’ clients and help to grow intermediary businesses. We are lots of different things to a wide range of professional intermediaries – our constant is the strength of the relationships we build. Manager biographiesRos Price
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Investment process
7IM offers an institutional investment process which is built on structure, process and team. It is underpinned by robust research, informed by externally sourced data and analysis and enhanced by the experience of 7IM’s Asset Allocation Committee. The Investment Team then take all these inputs and decide on portfolio construction, both for the long term and for more medium term tactical tilts.
Scope of investments
We invest across multiple geographically diversified asset classes. These include global equities, global bonds and other asset classes such as commodities, real estate, infrastructure, hedge funds, managed futures/CTAs, currency funds.
How do you communicate with your intermediary clients?
Our Regional Managers and office based support team work closely with the advisers to understand their business needs and their clients’ needs. Their role is to communicate clearly to advisers on what is happening in markets, what our views are, and how they are being implemented in the portfolios.
Unique selling points
7IM pioneered the risk rated approach with the objective of producing portfolios that improve the predictability of returns, ensure management of risk and do both at below average cost. And we continue to work to drive down the costs of investing. We believe that the approach to investment for a private investor should not differ from that of an institutional investor. We also offer a range of specialist funds including Income, Sustainable Balance and Personal Injury funds.
Performance record
We measure our performance against our expected returns and for each of our four core risk profiles we publish figures regarding expected levels of return and standard deviation based upon the investments being held over the longer term. We believe that financial planners and advisers should focus upon these when assessing our funds and look at whether we are delivering in line with our stated objectives. This is an institutional methodology and in this regard we are quite different from other fund managers who tend to sell themselves on the goal of ‘outperformance’ usually over shorter time periods.
| Fund name | Sector | 1 year TR | 3 years TR | 5 years TR | Ratings |
| CF 7IM Moderately Cautious Fund | IMA Mixed Investment 0-35% Shares | 8.05% | 14.50% | 21.87% | Morningstar, Crown |
| CF 7IM Balanced Fund | IMA Mixed Investment 20-60% Shares | 9.38% | 14.22% | 14.92% | Morningstar, Crown |
| CF 7IM Moderately Adventurous Fund | IMA Mixed Investment 40-85% Shares | 10.39% | 12.98% | 8.96% | Morningstar, Crown |
| CF 7IM Adventurous Fund | IMA Flexible Investment | 11.03% | 12.76% | 2.01% | Morningstar, Crown |
| CF 7IM AAP Moderately Cautious Fund | IMA Mixed Investment 0-35% Shares | 8.36% | 13.06% | N/A | Scopic, Morningstar, Crown |
| CF 7IM AAP Balanced Fund | IMA Mixed Investment 20-60% Shares | 10.03% | 13.45% | N/A | Scopic, Morningstar, Crown |
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CF 7IM AAP Moderately Adventurous Fund
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IMA Mixed Investment 40-85% Shares | 11.07% | 12.49% | N/A | Scopic, Morningstar, Crown |
| CF 7IM AAP Adventurous Fund | IMA Flexible Investment | 11.69% | 11.58% | N/A | Scopic, Morningstar, Crown |
| CF 7IM Personal Injury Fund | IMA Mixed Investment 0-35% Shares | 6.75% | N/A | N/A | N/A |
| CF 7IM Income Fund | IMA Mixed Investment 0-35% Shares | 7.33% | 15.37% | 15.78% | Morningstar, Crown |