7IM Discretionary Portfolios
Working with Novia, Seven Investment Management (7IM) provides
financial advisers with the only all-passive discretionary offering
for clients available on the Novia Platform.
7IM was launched in 2002 and now manages over £3.6 billion in
client assets (October 2011). We don't believe in "star managers",
instead preferring the structured, disciplined and institutional
approach from a team of very well qualified and experienced
investment professionals.
Why use passive investments?
We are also believers in the power of passive investments; they
tend to be much cheaper than actively managed funds and remove the
need for that star manager again. When you use a passive investment
you tend to track an index instead of paying an active manager to
pick particular holdings. In challenging economic times such as
these, when costs can make the difference between your portfolio
returning a profit or a loss, we think it is vital to keep those
costs as low as we can.
Within the asset allocation ranges set by the Novia risk
profiles, our Investment Management team choose the investments for
each of the portfolios with the intention of obtaining steady
returns at the most appropriate level of risk.
Model portfolios
Advisers can access the complete range of model portfolios via
the Novia platform. These are designed specifically to link with
the Novia risk scores from three through to ten, streamlining
the process and catering to the needs of a wide range of
clients.
Fees
These are the charges for the 7IM Discretionary Portfolios:
0.25% per annum, including VAT.
Any fees or charges that you make to the client are in addition
to the above.
Any fees or charges payable to Novia are in addition to the
above.
We believe that the 0.25% charge represents exceptional value
for money in a low growth environment where you are probably under
pressure from your clients to find them an investment solution that
has discipline, structure and consistency behind it.
A real portfolio, not just a fund or
tracker
Our Discretionary funds are a blend of passive investment
holdings, so you actually get a full range of other fund manager's
expertise rather than just one holding in one fund or tracker.
Why do we do this? Spreading risk and reducing volatility
(taking out the wild ups and downs of the stock market ride) are
what we advocate. We might be boring but our performance is steady
- and in line with what we promise!
Recognition
Our approach has earned us several awards, including the coveted
Financial Times Cautious Manager of the Year 2009 and Moneyfacts
Multi Manager of the Year 2010, with a Highly Commended for Multi
Manager of the Year 2011. We also won Best Investment Service 2011
from Moneyfacts and we hope to be able to demonstrate to you why
financial advisers who use us keep coming back.
In Summary
The benefits of investing in our funds are:
- Institutional quality management without high retail
charges
- Steady performance
- Management of risk
- Independent investment management
- Broad diversification of investments
- Full investment transparency
"We emphasise three things at 7IM - cost conscious portfolios
with steady performance and managed risk. This approach helps our
clients sleep at night." Justin Urquhart Stewart - Director and
Co-Founder.
Contact
For further information please visit www.7im.co.uk. We also have a
regional sales team who would be pleased to speak to you or visit
your office. Each of our managers is based in the region that they
look after and has a sales support colleague based in the office to
help you:
Andrew Donald covers the Northern Ireland, South East, East
Midlands and London. He is supported by Nick Heath - 020 7760
8781.
Robert Hardy covers the Midlands, South and South West of
England. He is supported by Jamie Evans - 020 7760 8822.
Tim Coverdale covers the North of England and Scotland. He is
supported by Peter Crews - 020 7760 8794.
Andrew Naylor covers the North West and West Midlands. He is
supported by Tom Cole - 020 7760 8835.
