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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 traditional 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 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

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 7

E Value logonull

EV Risk 1/5

EV Risk 1/7

EV Risk 1/10

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EV Risk 1/5

EV Risk 2/7

EV Risk 2/10

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EV Risk 2/5

EV Risk 3/7

EV Risk 4/10

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EV Risk 3/5

EV Risk 4/7

EV Risk 5/10

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EV Risk 4/5

EV Risk 5/7

EV Risk 7/10

FE Fund Info logo


N/A

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FE Fundinfo - Risk Score 13

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FE Fundinfo - Risk Score 14

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FE Fundinfo - Risk Score 15




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  • Risk ratings and scores correct as at 05 October 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 in the dedicated EValue tables below.
  • The FE FundInfo Risk Scores displayed are for our Smoothed Managed Pension.

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 Risk

Years510152025
LV Smoothed Managed Cautious32111
LV Smoothed Managed Balanced33221
LV Smoothed Managed Growth43332

EV Standard 1-7 Risk

Years510152025
LV Smoothed Managed Cautious43211
LV Smoothed Managed Balanced54322
LV Smoothed Managed Growth54433

EV Standard 1-10 Risk

Years510152025
LV Smoothed Managed Cautious63211
LV Smoothed Managed Balanced75432
LV Smoothed Managed Growth76554
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.