Smoothed Return options

Hi all,

We are looking to do a research piece on the smoothed return market.

I am aware of Aviva, Prudential and LV= having smoothed return ranges (with the latter offering a different mechanism to Pru and Aviva). I am not sure if there is another obvious one I've missed. I know Pru is the only one out of those 3 which offer an offshore option.

Are there any other providers (including in the offshore space) which have a smoothed return offering?

Thanks

Wild

Comments

  • These are the only 3 providers I am aware of for smoothed investment strategies

  • @Wildparaplanner said:
    Hi all,

    We are looking to do a research piece on the smoothed return market.

    I am aware of Aviva, Prudential and LV= having smoothed return ranges (with the latter offering a different mechanism to Pru and Aviva). I am not sure if there is another obvious one I've missed. I know Pru is the only one out of those 3 which offer an offshore option.

    Are there any other providers (including in the offshore space) which have a smoothed return offering?

    Thanks

    Wild

    Wesleyan offer a couple of smoothed return funds

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