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.