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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 03 November 2008 OBSR Advisory Services Limited To provide a long term capital growth by investing in growth assets. 10-20 £3,000  
SMARTfund Growth OBSR 03 November 2008 OBSR Advisory Services Limited

To provide long term capital growth with less fluctuation of returns than “high growth” investment options.

10-20 £3,000  
SMARTfund  Balanced OBSR 03 November 2008 OBSR Advisory Services Limited To provide a balance of income and capital growth over the medium to long term. 10-20 £3,000  
SMARTfund Cautious OBSR 03 November 2008 OBSR Advisory Services Limited To provide relatively stable returns over the medium term with the potential for some long-term capital growth. 10-20 £3,000  
SMARTfund Defensive OBSR 03 November 2008 OBSR Advisory Services Limited

To generate returns through capital growth and income with lower risk of capital loss.

10-20 £3,000  
SMARTfund Thistledown Income Fund 03 December 2010 Thistledown Investment Management Limited

To provide income while investing to provide some capital growth over the medium to long term.

10-20 £3,000  

To view the Fund Fact Sheets and prospectus 'Click here'.