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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.

Latest News

Roadshow: The SMARTfund Managed Portfolios from OBSR

A series of Roadshows will take place around the UK in which SMARTfund Administration and OBSR will explain how these SMARTfunds have been designed and how they can be used by you.

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.