Our Smoothed Managed Funds have been designed with your risk-sensitive clients in mind, and those who have achieved their financial goals and are now looking to de-risk and dampen the impact of the traditional ups and downs of stock market investing. The funds have a 15 year proven track record of delivering a low volatility investor experience through difficult market conditions.
Our funds are risk-rated by multiple agencies, and these independent ratings are reviewed regularly, enabling you to confidently match the fund choice based on your client’s appetite for risk.
Past performance doesn’t reflect what will happen in the future. The value of an investment can go down as well as up.
Agency | Smoothed Managed Extra Cautious Fund | Smoothed Managed Cautious Fund | Smoothed Managed Balanced Fund | Smoothed Managed Growth Fund | Smoothed Managed Impact Growth Fund |
|---|---|---|---|---|---|
 |  Defaqto - Risk Rating 2 |  Defaqto - Risk Rating 3 |  Defaqto - Risk Rating 4 |  Defaqto - Risk Rating 5 |  Defaqto - Risk Rating 6 |
|  Defaqto Income Drawdown Rating - Low Sequencing Risk | Defaqto Income Drawdown Rating - Low Sequencing Risk | Defaqto Income Drawdown Rating - Low Sequencing Risk | Defaqto Income Drawdown Rating - Medium Sequencing Risk | Defaqto Income Drawdown Rating - Medium Sequencing Risk |
 |  Dynamic Planner - Profiled 3 Dynamic Planner - Decumulation 3 | Dynamic Planner - Profiled 3 Dynamic Planner - Decumulation 3 |  Dynamic Planner - Profiled 4 Dynamic Planner - Decumulation 4 |  Dynamic Planner - Profiled 5 Dynamic Planner - Decumulation 5 |  Dynamic Planner - Profiled 6 Dynamic Planner - Decumulation 6 |
 |  Oxford Risk - 1/5 Oxford Risk - 2/7 |  Oxford Risk - 2/5 Oxford Risk - 3/7 |  Oxford Risk - 3/5 Oxford Risk - 4/7 | Oxford Risk - 3/5 Oxford Risk - 4/7 |  Oxford Risk - 4/5 Oxford Risk - 5/7 |
 |  Synaptic - Risk Rating 3 | Synaptic - Risk Rating 3 |  Synaptic - Risk Rating 5 | Synaptic - Risk Rating 5 |  Synaptic - Risk Rating 6 |
 |  EV Risk 1/5 EV Risk 1/7 EV Risk 1/10 |  EV Risk 2/5 EV Risk 2/7 EV Risk 3/10 |  EV Risk 3/5 EV Risk 4/7 EV Risk 5/10 |  EV Risk 3/5 EV Risk 4/7 EV Risk 6/10 |  EV Risk 4/5 EV Risk 5/7 EV Risk 8/10 |
 | N/A |  FE Fundinfo - Risk Score 12 | FE Fundinfo - Risk Score 12 |  FE Fundinfo - Risk Score 13 | N/A |
EValue ratings
For the EValue ratings of our funds, please see the tables below. Please note, the ratings provided by EV uniquely take in to
account the impact of our smoothing method on the level of risk your clients’ investments are exposed to.
EV Standard 1-5
EV Standard 1-7
EV Standard 1-10
Important Information
For more information on our risk ratings, please contact our Business Development Team for a copy of our individual risk reports.
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