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You bring the picture of your current circumstances and your financial aspirations we bring the expertise on rules, allowances, investment and planning options.

We can help you solve a range of financial problems through careful planning and investing.

We set up 7IM in 2002 because as private clients ourselves we couldnt find an investment management service wed be happy to use.

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To find out further information on the location of our officesclick here7IM Absolute Return PortfolioAs at 30 June 2019SELECT DOCUMENTS

The investment objective of the 7IM Absolute Return Portfolio is to provide a positive capital return over a 12 month period, regardless of market conditions, with a low level of realised volatility.

The investment process focusses on identifying the drivers of risks and returns and is not constrained to investing in traditional asset classes. The Investment Manager has freedom to allocate to any asset class, driven by where it perceives attractive risk-return trade-offs over the time horizon of any investment.

In making your choice of investment you need to consider the level of risk you are prepared to take and how much you need to achieve over what time. In short, how much are you prepared to lose; are you a slow and steady investor or might you be comfortable taking more risk for the possibility of more return?

If you have a long time to grow your investments you might be able to ride out market ups and downs better than someone who needs their money in just 5 years.

Risk is however not the only factor to consider. You should also regularly reassess the suitability of your investments to ensure that they continue to meet your investment goals and suit your time horizon. And of course you must always remember that, there can be no guarantees; the value of investments may go up and down and you may get back less that you invested originally.

‡ Please allow up to 10 working days after the Distribution Date for dividends to be processed and applied to individual client accounts.

† Ongoing Charges Figure includes 7IM Annual Management Charge. Source: KIIDs 22/02/2019.

The specific details of the funds including investment policy, charges and the particular risks associated with the funds are explained in the Key Investor Information Documentation (KIIDs) a link to these is available via the 7IM website (

7IM funds are multi-asset and therefore the comparison with the LIBOR (3 months) +2% is offered as a guide only. Past performance is not a guide to the future.

7IM Absolute Return Portfolio – A Acc – Key Investor Information

7IM Absolute Return Portfolio – A Acc – Key Investor Information

7IM Absolute Return Portfolio – B Acc – Key Investor Information

7IM Absolute Return Portfolio – B Acc – Key Investor Information

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Seven Investment Management LLP is authorised and regulated by the Financial Conduct Authority,

the Jersey Financial Services Commission and the Guernsey Financial Services Commission. Member of the London Stock Exchange.

Registered office: 55 Bishopsgate, London EC2N 3AS. Registered in England and Wales No. OC378740.