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 Growth Plus 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 - 2/5 Oxford Risk - 2/7 |
Oxford Risk - 2/5 Oxford Risk - 3/7 |
Oxford Risk - 2/5 Oxford Risk - 3/7 |
Oxford Risk - 3/5 Oxford Risk - 4/7 |
Oxford Risk - 3/5 Oxford Risk - 5/7 |
 |
Synaptic - Risk Rating 3 |
Synaptic - Risk Rating 3 |
Synaptic - Risk Rating 5 |
Synaptic - Risk Rating 6 |
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 2/10 |
EV Risk 3/5 EV Risk 3/7 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 7/10 |
 |
N/A |
FE Fundinfo - Risk Score 14 |
FE Fundinfo - Risk Score 15 |
FE Fundinfo - Risk Score 15 |
N/A |
- Risk ratings and scores correct as at January 2025.
- Synaptic ratings are based on their 1-10 scale. Ratings for their 1-5 scale are also available.
- EValue ratings detail ratings for EV’s Standard 1-5, 1-7 and 1-10 risk rating scales across a 15 year term. Ratings for different terms of 5, 10, 20 and 25 years also available in the dedicated EValue tables below.
- FE Fundinfo Risk Scores define risk as a measure of volatility relative to the FTSE 100 index, which has a fixed risk rating of 100. The scores displayed are for our LV= Smoothed Pension. The Smoothed Managed Extra Cautious and Smoothed Managed Growth Plus funds do not have Risk Scores yet as funds need an 18 month track record to be eligible.
