Smooth Managed Funds

Performance Sales Aids

Title Reference Last updated
Smooth Managed Fund past performance sales aid - pensions pdf
LF10245 14-10-2021
Smooth Managed Fund Sales Aid - Bond pdf
IN88019 13-10-2021
SMF2 Pension Past Performance Sales Aid pdf
lf01142 01-11-2021

Key Documents

Title Reference Last updated
Smooth Managed Suitability Letter pdf
IN13240 30-06-2021
Smooth Managed Fund client brochure pdf
LF01102 01-04-2021
SMF2 Sales Aid pdf
IN13286 07-09-2021
Aviva Smooth Managed Fund - a guide to smoothing pdf
LF01137 17-12-2020
SMF Adviser Guide pdf
LF01140 24-09-2021

3rd Party Reports

Title Reference Last updated
Defaqto independent report smooth managed fund pdf
IN88041 09-10-2020
Dynamic Planner Report pdf
IN13268 30-03-2021
RSMR Smooth Managed Review pdf
IN13257 03-02-2021