Equity investing without riding every wave
The Smartfund Range
A smarter way to invest
Stock market cycles are an unavoidable part of investing, but not everyone is able or wants to ride the waves of the market.
About Smartfund 80% Protected
For clients who prefer more security for their investments, we also offer a capital-protected range. The funds are made up of two parts: the protection component provided by Morgan Stanley, and the risk-graded strategy managed by Smartim.
How may the funds perform in different market environments?
The chart below illustrates how Smartfund and Smartfund 80% Protected might perform in different market conditions.
In this example, at launch one client invests £100 into Smartfund (the red line) and £100 into Smartfund 80% Protected (green). The protection level of the 80% Protected fund is illustrated by the turquoise line.
How do the funds work?
At the centre of each Smartfund is a risk-graded strategy managed by Smart Investment Management. Each strategy has a specific risk profile and invests in a carefully constructed blend of asset classes. Smartfund is available in three different currencies (GBP, EUR and USD).
Who’s involved in the funds?
Smartim‘s philosophy is rooted in the fundamental belief that risk and returns are always related. Strategies are constructed with the understanding that:
• Diversification will deliver smoother and less volatile returns.
• Risk tolerance should always be the starting point when constructing a strategy.
• Active management and tactical asset allocation allow the team to identify and add considerable value in addition to controlling risk over shorter time horizons.
Our Investment Managers
Portfolio Manager, Smartim
Ari has over 19 years’ experience in the area of multi-asset, multi-manager investing. He has worked at Singer & Friedlander, Quilter & Co., Rothschilds, Gartmore and more recently North Investment Partners Ltd. where he was responsible for fund selection and the management of North’s multi-asset portfolios and funds. Whilst at Gartmore, Ari developed the risk tools that were critical to the construction and management of the Gartmore multi-manager funds and was instrumental in the design and development of Gartmore’s Multi-Manager Absolute Return Fund and, later, North’s range of risk-graded multi-asset portfolios.
Alongside Tactical Asset Allocation and fund selection, his role on the Smartim Investment Committee is to provide technical and quantitative analysis of the portfolios, focusing in particular on risk.
Portfolio Manager, Smartim
Nick has over 13 years of experience in the investment management industry and specialises in the area of multi-asset, multi-manager investing. Nick has worked for Abbey, Legal & General, Chiswell Associates, Cazenove and more recently North Investment Partners Ltd. where he spent over six years as a senior fund manager responsible for fund selection and the management of all North’s multi-asset funds and their range of risk-graded multi-asset portfolios.
Alongside Tactical Asset Allocation and fund selection, his role on the Smartim Investment Committee is to provide assessment of the prevailing macro views in the market place, along with market momentum.
News & Views
Smart Investment Management is registered in England and Wales under company number 08704800, and is authorised and regulated by the Financial Conduct Authority under reference 627829.
+44 (0) 20 7562 2450
4th Floor, Suite 643-659, Salisbury House, London Wall London EC2M 5QQ
T: +44 (0) 20 7562 2450