7IM Pathway Model Portfolios

We are pleased to announce that 7IM Pathway Model Portfolios are now mapped to FinaMetrica risk tolerance scores alongside 7IM’s existing range.
 
In an environment of ever-increasing pressure on costs, market volatility, tightening yields and regulation, 7IM Pathway offers a simple, cost effective, well-diversified suite of portfolios to meet the varying needs of you and your clients.
 
Priced at just 0.125% plus VAT and underlying holdings of between 0.07% and 0.14%, these low cost multi asset model portfolios spread investment risk across geographies, asset classes and currencies so that your clients’ investments are better protected against the market's ups and downs.
 
The 7IM Pathway models are built using the 7IM Strategic Asset Allocation (SAA) process which underpins every one of our multi-asset products and has a track record of delivering strong returns spanning over 15 years. The SAA allows 7IM to take the long term view, by making sure that every portfolio has solid foundations – which in turn allows us to guide expectations for clients.
 
The Pathway range also provides a more transparent way for investors to invest – they are straightforward to understand, typically investing in ETFs and index tracker funds.
 
Please click here for more information.
 
For financial advisers only. Capital at risk.

Posted: 7/01/2020 12:00:00 AM by PlanPlus Global