December 2019 marked two years since we launched our Aviva Smooth Managed Fund. Those two years have seen periods of market volatility as a result of Brexit and world politics, leading to fluctuations in share prices and ongoing investment uncertainty.
We launched our Smooth Managed Fund with the aim of reducing that uncertainty. Using a “smoothing” process means we can more effectively deliver growth over the medium to long term, giving your clients some much needed stability in their investments.
Find out more about our fund performance.
We asked Defaqto to take a look at the fund and produce an independent report, outlining how the fund works and who it is most suitable for. If you have clients who are worried about their investments, but need to remain invested for at least five years, this fund could offer a solution.
Read more about Defaqto’s evaluation here.
Looking for more guidance?
We’ve created a hub on Aviva for Advisers for the Smooth Managed Fund. Here you’ll discover more information about the fund, including past performance, facts and figures and links to sales aids and guides.
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.