Advisers take 'marmite' approach to smoothed funds

Recognise benefits but put off by complexity and price

Isabel Baxter
clock • 4 min read

Financial advisers recognise the benefits of smoothed funds but are put off by complexity and price, a study has found.

‘Smoothing the way' – a study from Wesleyan and The Lang Cat including 159 advice professionals – found that a new generation of smoothed funds are helping advisers to manage volatility and comply with regulation, but providers must do more to address historic perceptions if smoothing is to be used to its full potential. The study was compiled from a poll of advisers and a roundtable discussion with leading industry figures and revealed that financial intermediaries today are divided on using smoothed funds in their clients' portfolios. The research found a clear majority (65%) of adv...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

US investment manager Nuveen to buy Schroders in £9.9bn deal

US investment manager Nuveen to buy Schroders in £9.9bn deal

Combined group will oversee almost $2.5trn of assets under management

Linus Uhlig
clock 12 February 2026 • 2 min read
UK DIY investment grew by more than £100bn in 2025

UK DIY investment grew by more than £100bn in 2025

According to data released by Boring Money

Patrick Brusnahan
clock 11 February 2026 • 2 min read
Darius McDermott: Think active for the decade ahead

Darius McDermott: Think active for the decade ahead

'There are reasons to be nervous about the largest companies in the index'

Darius McDermott
clock 11 February 2026 • 5 min read