Welcome to SMARTfunds

SMARTfunds are a new breed of Authorised Unit Trust

By combining the benefits of Separately Managed Account technology with an Authorised Unit Trust legal structure, SMARTfunds can deliver:

access to professionally managed investment portfolios
the transparency of Separately Managed Accounts (SMAs)
the tax benefits of an Authorised Unit Trust
the ability to agree adviser remuneration with each client
the online reporting of a wrap platform

The SMARTfund Managed Portfolios from OBSR are the first funds to launch within the SMARTfund range.

Find out more about the benefits of investing in a SMARTfund.

SMARTfund Demo

Click here for an online demonstration of the SMARTfund platform

Fund Range

View the list of funds currently available within the SMARTfund range.

Interview: The SMARTfund Managed Portfolios from OBSR

Watch an online interview in which John Martin and OBSR’s Nigel Whittingham and Peter Toogood explain the benefits of a Risk Based Managed Portfolio Approach.

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SMARTfund Administration Ltd (no 06016828) is registered in England and Wales and is wholly owned by Præmium Portfolio Services Ltd (no 05362168). The registered address of SMARTfund Administration Ltd is 6 Broad Street Place, London, EC2M 7JH. SMARTfund Administration Ltd is authorised and regulated by the Financial Services Authority under references 463566. See www.fsa.gov.uk/register for more details. The information contained on this website should not be relied on by Retail Investors. You should consult your Financial Adviser before making any Investment Decisions.