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SMARTfunds

Fund Range

The following funds are currently available within the SMARTfund range:

Fund NameFund Inception DateInvestment AdviserPrinciple Investment ObjectiveIndicative number of stocks /fundsMinimum Investment 
SMARTfund  Aggressive Growth OBSR 01 November 2008 OBSR To provide a long term capital growth by investing in growth assets. 10-20 £3,000  
SMARTfund Growth OBSR 01 November 2008 OBSR To provide a long term capital growth over the medium to long term by investing in a mix of growth and defensive assets. 10-20 £3,000  
SMARTfund  Balanced OBSR 01 November 2008 OBSR To provide a balance of income and capital growth over the medium to long term through a diversified portfolio investing in Cash, Fixed Interest Securities, Equities and Property. 10-20 £3,000  
SMARTfund Cautious OBSR 01 November 2008 OBSR To provide relatively stable returns over the medium term with the potential for some long-term capital growth through a diversified portfolio investing in Cash, Fixed Interest Securities, Equities and Property. 10-20 £3,000  
SMARTfund Defensive OBSR 01 November 2008 OBSR To generate returns through capital growth and income with lower risk of capital loss through investment in a diversified portfolio investing predominantly in Cash and Fixed Interest Securities but with some exposure to equities and property. 10-20 £3,000  

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