The new Smartfund 80% Protected offers the returns of multi-asset risk-graded portfolios with the benefit of capital protection of 80% of the highest ever fund value achieved.
The risk-graded portfolio is the performance engine of the Fund, and is managed by experts at Smart Investment Management (Smartim). Each portfolio has a specific risk profile and invests in a carefully constructed blend of different asset classes that can include equities, bonds, property, commodities, foreign exchange alternative investments and cash.
The protection component is provided by Morgan Stanley. It partially compensates for losses on the risk-graded portfolios to ensure that at all times the Fund Net Asset Value (NAV) is above 80% of the highest fund value achieved. Gains made above the previous highest fund value continually increase the protected value.
Below you will find the iGuard Smartfund 80% Protected range Brochure, Prospectus, Investment Mandate, Factsheets, KIIDs and Supplementary Documentation.
N.B. The iGuard Smartfund 80% Protected range is available in GBP Sterling, US Dollar and Euro share classes.
The iGuard Smartfund 80% Protected range have an annual management charge of 1.95%.
Product Providers available for Lump Sum/Regular Contributions into the iGuard Smartfund 80% Protected Range
|Product Providers||Lump Sum||Regulars|