Guardian - iGuard Smartfunds

Background Image
Hexagon-Background-Blur
Button Color
b61127
Table Header Color

9f9476

iGuard Portfolio Funds (iGuard Smartfunds)Download

The iGuard Smartfunds’ objective is to provide investors with the potential long-term returns of an actively managed range of multi-asset portfolios managed by Smartim. There are three risk-graded options, Cautious, Balanced and Growth. The Fund will seek to achieve its investment objective through investing in a diversified portfolio of exchange traded funds (ETFs) and other permitted investments that have a similarly diversified character. The investments will be selected to achieve a mix of growth and defensive assets.

Investment Approach

The multi-asset Portfolio at the centre of each fund is managed by Smart Investment Management (Smartim) which was established by Praemium to develop and manage a range of innovative, competitively priced discretionary investment solutions. Smartim will invest and actively manage your portfolio to allow you to take advantage of opportunities that enhance potential returns and, more importantly, to minimise the risks you face.

Key benefits of the funds

Peace of mind:  Clients benefit from having their assets managed by one of the world’s largest financial institutions, Morgan Stanley.

Ease of switching:  A single range of UCITs IV funds under one roof means switching between the ‘protected’ and ‘unprotected’ range will be simple. Different currency options: The unprotected funds are now available in sterling, dollars and euros.

Focus on costs:  The underlying investments will primarily be ETFs, which has greatly reduced the cost that clients will pay for their actively managed portfolios.

 

Below you will find the Fund quarterly factsheets and the supplementary information document, all of which you can provide to your client when recommending this service.

The iGuard funds have an annual management charge of 1.95%. They can be purchased like any other fund by referencing the fund ISIN. The ISIN is found on the fund factsheet.

iGuard Smartfund Factsheets

  GBP   USD   EUR  
Cautious Download not yet live Download
Balanced Download Download Download
Growth Download Download Download

iGuard Smartfund KIIDs

  GBP   USD   EUR  
Cautious Download not yet live Download
Balanced Download Download Download
Growth Download Download Download
Tiled
Fill Space