Seven Investment Management
Seven Investment Management
125 Old Broad Street
7IM 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.
Chief Investment Officer
Ros joined 7IM in 2001 and has over 30 years of investment experience in a range of financial institutions, including Esso Pension Trust, CAVIAPEN (CAA Pension Fund), Citicorp Private Bank, Deutsche Bank and Metropolitan Life. During various stages of her career, Ros has covered global equities, bonds, macroeconomics and commercial property. As CIO, Ros has overall responsibility for the investment department and all aspects of its day to day operations, development and strategy.
Senior Portfolio Manager Equities
Peter joined 7IM in 2007. Having qualified as a chartered accountant, Peter audited company accounts, before joining Citibank as an internal auditor. After three years in that role, he worked for 11 years in Citibank/Citigroup as fund manager and analyst. Prior to joining 7IM he worked as an analyst at Man Group. Peter’s specialist areas include portfolio strategy, quant funds, investment auditing, alternative assets and Japanese equities.
Senior Portfolio Manager Alternatives
Alex joined 7IM in 2001 having spent over three years at Barclays Stockbrokers as analyst and fund manager. Alex has a close knowledge of funds and fund providers. Alex’s specialist areas include alternative investments, financial instruments and products covering a wide range of markets.
Senior Portfolio Manager Cash and Ethical Fund
Camilla joined 7IM in 2006. She has over 20 years’ experience in fund management and investment research, including five years at Philips and Drew and nine years at Sarasin Chiswell. Camilla’s specialist areas include management and analysis of UK equities, ethical investments, money funds and alternative assets.
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.
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|
CF 7IM AAP Moderately Adventurous Fund
|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|