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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 Morningstar 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.

Literature

View the latest fund factsheets as well as other relevant documentation.