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 - Risk Rating 2 |  Defaqto - Risk Rating 3 |  Defaqto - Risk Rating 4 |  Defaqto - Risk Rating 5 |  Defaqto - Risk Rating 6 |
 |  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 4 |  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 5/7 EV Risk 6/10 |  EV Risk 4/5 EV Risk 5/7 EV Risk 8/10 |
 | N/A |  FE Fundinfo - Risk Score 13 |  FE Fundinfo - Risk Score 14 |  FE Fundinfo - Risk Score 15 | 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, you can download the individual risk reports.- Defaqto LV= Smoothed Managed Funds December 2022
- Defaqto LV= ISA December 2022
- Defaqto LV= Smoothed Managed Extra Cautious and Impact Growth Funds July 2022
- Defaqto LV= Balanced Index Fund December 2022
- Dynamic Planner Q4 2022
- Dynamic Planner Initial Risk Profile - October 2022
- Synaptic Risk LV= Smoothed Managed Funds 1-5 Q1 2023
- Synaptic Risk LV= Smoothed Managed Funds 1-10 Q1 2023
- Oxford Risk Q2 2022
- EValue Q1 2023
- Evalue Income Risk Rating Report Q1 2023
Let's talk
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TextDirect: first dial 18001. We will record or monitor calls for training and auditing.