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The
Smartfund Range
of funds

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 will the funds perform?

Both funds are designed to allow you to grow your capital, but the investment journey will be different for each fund as markets rise and fall. Investing in Smartfund may afford you a slightly better return in the long term whilst an investment in Smartfund 80% Protected will protect you from the worst of the stock market waves along the way. You choose which is the right route for you.

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?


Investment Approach

At the centre of each Smartfund is a risk-graded strategy managed by experts at Smart Investment Management (Smartim). 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).

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Who’s involved in the funds?


£0.7 bn
AUA
£0m AUM
£0.4bn
AUM
£0.5 tr
AUM

ABOUT SMARTim

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Our Philosophy

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.


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Our Team

Our investment professionals come from both the institutional and retail parts of the industry, ensuring that you benefit from detailed investment analysis alongside a genuine understanding of the needs of the retail investor. This multi-disciplined approach combines skills and experience to deliver a proposition that is entirely focused on your needs.

Smartim are the sub-investment managers for the risk-graded strategies at the heart of the Smartfund range. Smartim is directly regulated by the FCA and is an authorised investment management company based in London. Smartim is a wholly owned subsidiary of Praemium, a global company with offices in London, Coventry, Melbourne, Dubai, Jersey, Armenia, Hong Kong and Shenzhen.

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Ari Towli

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…..

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Nick Stanhope

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….

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Andrew Shaw

Head of Research & Strategic Planning, Phoenix Wealth Management Ltd. and Phoenix Temple Wealth Management Ltd.


Andrew has 25 years’ experience in financial services, many spent as an adviser specialising in the more technical aspects of financial planning, and has been a Chartered Financial….

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Jennifer Dackombe

Investment Analyst, Phoenix Wealth Management Ltd


Jennifer obtained her BSc (Econ) in Geography and Business from Queen Mary University of London and completed a Graduate Diploma in Law before deciding that financial services was where her future lay. She joined Phoenix Wealth Management Ltd in 2010 as an administrator and, because of her drive and natural talent….

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William Brewis

Compliance & Governance Adviser


After qualifying as a solicitor in 1993, William worked as a Corporate Lawyer for two international UK law firms, Linklaters and Wragge & Co. During this period he worked with a range of different financial services organisations, including investment funds, advisers and insurers. At Wragge and Co….

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Raymond Sham

Fund Analyst


Raymond obtained his BSc (Hons) in Economics from the University of Nottingham before joining Smartim in 2015. Raymond assists the investment management team with research and provides support for the team’s quantitative analysis and quarterly reporting. He has completed the Investment Management Certificate (IMC) and is studying towards the CFA program.


Our investment professionals come from both the institutional and retail parts of the industry, ensuring that you benefit from detailed investment analysis alongside a genuine understanding of the needs of the retail investor. This multi-disciplined approach combines skills and experience to deliver a proposition that is entirely focused on your needs.

Smartim are the sub-investment managers for the risk-graded strategies at the heart of the Smartfund range. Smartim is directly regulated by the FCA and is an authorised investment management company based in London. Smartim is a wholly owned subsidiary of Praemium, a global company with offices in London, Coventry, Melbourne, Dubai, Jersey, Armenia, Hong Kong and Shenzhen.

News & Views

Literature

Click on the links below to view documents

 
• Brochure
• Brochure – Clean
• How to Invest – Balanced
• How to Invest – Growth
• Prospectus
• Supplement – Balanced
• Supplement – Growth
• Historical Returns
• Smartfund 80% Protected Range Flyer
• Smartfund 80% Protected Balanced Fund Performance Pack – September 2017
• Smartfund 80% Protected Growth Fund Performance Pack – September 2017
• Smartfund 80% Protected Fund Performance Pack – Clean – September 2017
• Smartfund 80% Protected Funds vs peer protected funds – September 2017
• Smartfund 80% Protected Funds vs GAM & Goldman Sachs – YTD 2017
• Smartfund 80% Protected Growth Fund vs peer group portfolios – September 2017
• Smartfund 80% Protected – Case Study
• Factsheet – Smartfund 80% Protected Balanced Fund (GBP)
• Factsheet – Smartfund 80% Protected Balanced Fund (USD)
• Factsheet – Smartfund 80% Protected Balanced Fund (EUR)
• Factsheet – Smartfund 80% Protected Balanced Fund – Clean
• Factsheet – Smartfund 80% Protected Growth Fund (GBP)
• Factsheet – Smartfund 80% Protected Growth Fund (USD)
• Factsheet – Smartfund 80% Protected Growth Fund (EUR)
• Factsheet – Smartfund 80% Protected Growth Fund – Clean
• KIID – Smartfund 80% Protected Balanced Fund – GBP
• KIID – Smartfund 80% Protected Balanced Fund – USD
• KIID – Smartfund 80% Protected Balanced Fund – EUR
• KIID – Smartfund 80% Protected Growth Fund – GBP
• KIID – Smartfund 80% Protected Growth Fund – USD
• KIID – Smartfund 80% Protected Growth Fund – EUR
• KIID – Smartfund 80% Protected Balanced Fund – GBP – Clean
• KIID – Smartfund 80% Protected Growth Fund – GBP – Clean

Smartim Risk-graded Growth Portfolios

Smartim Risk-graded Index Portfolios

 

Contact

For further information, or to learn more about any of the Praemium products, please contact your sales representative or call us on

+44 (0) 20 7562 2450

Praemium
(UK)

4th Floor, Suite 643-659, Salisbury House, London Wall London EC2M 5QQ
T: +44 (0) 20 7562 2450
E: enquiries@praemium.com

Praemium Sales
(UK)

T: +44 (0) 789 9044 100
E: rebecca.murphy@praemium.com
T: +44 (0) 795 6170 364
E: chris.law@praemium.com
 

Praemium Sales (Europe)

T: +44 (0) 793 9466 664
E: john.kilgour@praemium.com

Praemium Sales (Middle East)

T: +44 (0) 734 1774 881
E: ben.lester@praemium.com
T: +971 (0) 56 8958 507
E: michael.langton@praemium.com