Defaqto publish independent review of the Aviva Smooth Managed Fund
During these unprecedented times, many of your clients may be understandably cautious about short-term market movements. Low interest rates may drive clients to seek better returns in investments, but some will be uncomfortable with being fully exposed to the ups and downs of stock market movements.
That’s why we developed the Aviva Smooth Managed Fund. Designed to deliver growth over the medium to long term, the fund allows your clients to invest in the stock market, but uses a ‘smoothing’ process to provide shelter from some of the volatility.
To help you complete due diligence and decide if the Aviva Smooth Managed Fund is right for your clients, we have commissioned an independent review from Defaqto. They’ve produced a fact-based report, structured around nine key questions that advisers and investors are likely to ask. The report explains and comments on key features such as the investment process, how the fund works, how it can mitigate risk and its past performance.
To find out more about the Aviva Smooth Managed Fund, visit the hub on our adviser site.
The value of the investment in the Smooth Managed Fund can go down as well as up, and investors may get back less than has been paid in.