SMARTfunds
Fund Range
The following funds are currently available within the SMARTfund range:
| Fund Name | Fund Inception Date | Investment Adviser | Principle Investment Objective | Indicative number of stocks /funds | Minimum 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'.