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Our Smoothed Managed Funds have been designed with your risk-sensitive clients in mind, delivering a historically low volatility investor experience through difficult market conditions. They may also be ideal for your clients who have achieved their financial goals, and are now looking to de-risk and dampen the impact of traditional stock market investing. 

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 Cautious Fund

Smoothed Managed Balanced Fund

Smoothed Managed Growth Fund

Defaqto logoDefaqto risk rating 3Defaqto risk rating 4Defaqto risk rating 5
Dynamic Planner logoDynamic Planner - Profiled score 3 Decumulation score 3Dynamic Planner - Profiled score 4 Decumulation score 4Dynamic Planner - Profiled score 5 Decumulation score 5
Oxford Risk logoOxford Risk rating 2 and 3Oxford Risk rating 3 and 3Oxford Risk rating 3 and 4
Synaptic Software logoSynaptic Software risk rating 4Synaptic Software risk rating 5Synaptic Software risk rating 6
E Value logoE Value risk rating 1, 2 and 2E Value risk rating 2, 3 and 4E Value risk rating 3, 4 and 5
FE Fund Info logoFE Fund Info risk score 5FE Fund Info risk score 6FE Fund Info risk score 7
  • Risk ratings and scores correct as at 1 July 2022. 
  • 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.
  • The FE FundInfo Risk Scores displayed are for our Smoothed Managed Pension.
Contact Phone

Let's talk

0800 085 0250

9am - 5.30pm Mon-Fri

TextDirect: first dial 18001. We will record or monitor calls for training and auditing.