As the UK enters unprecedented times, many investors are understandably cautious about short-term market movements. The Aviva Smooth Managed Fund uses a ‘smoothing’ process that aims to take some of the volatility out of investments and aims to deliver growth over the medium to long term. The value of the investment in the Smooth Managed Fund can go down as well as up and investors may get back less than has been paid in.
To help you complete due diligence and decide if the Aviva Smooth Managed Fund could be right for your clients, we have commissioned an independent review from Defaqto.
Defaqto has created a fact-based report with the information you need to understand and assess the suitability of the fund. Structured around eight key questions that advisers and investors are likely to ask, the report explains and comments on key features such as the investment process, how the fund works and how it can mitigate risk. It also looks at the makeup of the fund, including the team behind it and its past performance.
Read the independent report today
To find out more about the Aviva Smooth Managed Fund, visit its hub on Aviva for Advisers
, where we’ve created a range of helpful resources with extra information, advice and guidance.