Smartfund 80% Protected Balanced C GBP

Ranked 375 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated


The Funds investment objective is to provide investors with the potential long-term returns of an actively managed balanced multi-asset portfolio managed by Smartim. The Funds have the benefit of capital protection of 80% of the highest ever fund value which is based upon the net asset value (NAV), provided by Morgan Stanley. Investors will have a choice of three currencies, sterling, euro and US dollar.

Showing fund performance in United Kingdom View performance globally


Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -8.7% -4.3% 1.4% 0.9% -6.8%
2017 4.7% 2.0% 0.2% 0.3% 2.2%
2016 2.7% 5.2% 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date24/02/2016
  • Share Class size01Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0


Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).