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Smoothed Managed Funds risk ratings

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 logonull

Defaqto - Risk Rating 2

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Defaqto - Risk Rating 3

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Defaqto - Risk Rating 4

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Defaqto - Risk Rating 5

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Defaqto - Risk Rating 6

Defaqto logonull

Defaqto Income Drawdown Rating - Low Sequencing Risk

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Defaqto Income Drawdown Rating - Low Sequencing Risk

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Defaqto Income Drawdown Rating - Low Sequencing Risk

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Defaqto Income Drawdown Rating - Medium Sequencing Risk

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Defaqto Income Drawdown Rating - Medium Sequencing Risk

Dynamic Planner logonull

Dynamic Planner - Profiled 3

Dynamic Planner - Decumulation 3

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Dynamic Planner - Profiled 3

Dynamic Planner - Decumulation 3

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Dynamic Planner - Profiled 4

Dynamic Planner - Decumulation 4

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Dynamic Planner - Profiled 5

Dynamic Planner - Decumulation 5

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Dynamic Planner - Profiled 6

Dynamic Planner - Decumulation 6

Oxford Risk logonull

Oxford Risk - 1/5

Oxford Risk - 2/7

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Oxford Risk - 2/5

Oxford Risk - 3/7

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Oxford Risk - 3/5

Oxford Risk - 4/7

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Oxford Risk - 3/5

Oxford Risk - 4/7

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Oxford Risk - 4/5

Oxford Risk - 5/7

Synaptic Software logonull

Synaptic - Risk Rating 3

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Synaptic - Risk Rating 4

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Synaptic - Risk Rating 5

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Synaptic - Risk Rating 6

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Synaptic - Risk Rating 6

E Value logonull

EV Risk 1/5

EV Risk 1/7

EV Risk 1/10

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EV Risk 2/5

EV Risk 2/7

EV Risk 3/10

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EV Risk 3/5

EV Risk 4/7

EV Risk 5/10

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EV Risk 3/5

EV Risk 4/7

EV Risk 6/10

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EV Risk 4/5

EV Risk 5/7

EV Risk 8/10

FE Fund Info logo


N/A

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FE Fundinfo - Risk Score 12

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FE Fundinfo - Risk Score 11

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FE Fundinfo - Risk Score 11




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  • Risk ratings and scores correct as at April 2024. 
  • 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.

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

Years5102025
Smoothed Managed Extra Cautious Fund2111
Smoothed Managed Cautious Fund3211
Smoothed Managed Balanced Fund4332
Smoothed Managed Growth Fund4433
Smoothed Managed Growth Plus Fund4444

EV Standard 1-7

Years5102025
Smoothed Managed Extra Cautious Fund3111
Smoothed Managed Cautious Fund4321
Smoothed Managed Balanced Fund5433
Smoothed Managed Growth Fund5544
Smoothed Managed Growth Plus Fund6655

EV Standard 1-10

Years5102025
Smoothed Managed Extra Cautious Fund4111
Smoothed Managed Cautious Fund6431
Smoothed Managed Balanced Fund7654
Smoothed Managed Growth Fund8765
Smoothed Managed Growth Plus Fund9887

Important Information

For more information on our risk ratings, please contact our Business Development Team for a copy of our individual risk reports.

Contact Phone

Let's talk

0800 032 8298

9am - 5pm Mon-Fri

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

Email [email protected] to book an introductory meeting. Please quote your FCA number and postcode.