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You should be aware that investing carries a risk to your capital and you should only make an investment with that understanding. If you require advice about any of the material on this website we recommend that you contact an authorised Financial Intermediary.

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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.

This fund is aimed at investors who have been able to identify their own risk tolerance, possibly using the services of a financial adviser and/or a risk tolerance questionnaire, and understand the potential range of returns, in the majority of scenarios, which this fund may experience, while acknowledging that these are in no way guaranteed. The fund should be considered to be a long term investment (at least three years) and is not appropriate for investors who are seeking guaranteed returns or no loss of capital over any time period.

‡ 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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Copyright 2001 – 2019 Seven Investment Management LLP. All Rights Reserved.

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.

The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.