80% Protected Smartfund – Investment Objective
The fund provides investors with the potential long-term returns of an actively managed growth multi-asset portfolio, managed by Smartⁱᵐ, with the additional benefit of 80% protection of the highest fund value achieved, delivered by Morgan Stanley. Available in three currencies, sterling, euro and US dollar.
Investors minimum starting protection level of 80% of the NAV at the time of investment. The protection level increases for the investor when a new highest NAV is achieved, and is locked in until a new highest ever NAV is achieved again for the investor.
Investment Management provided by a well-established UK FCA Authorised company.
Accepted via all Life Co’s & Fund Platforms for lump sum/single premium investments including; OMI, RL360, Hansard, Investors Trust, Custodian Life, Cornhill, Capital International Group (CIG), The investment Platform.
Accepted (exclusively via Wealthics) via regular savings plans with Hansard & Generali.