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

Isabel Baxter
Author spotlight

Isabel Baxter

News editor at Professional Adviser

More on Investment

FCA takes civil action against Neil Woodford and W4.0 for 'operating without authorisation'

FCA takes civil action against Neil Woodford and W4.0 for 'operating without authorisation'

Accused of breaching FSMA

Michael Nelson
clock 08 June 2026 • 2 min read
M&G's PruFund coming to Scottish Widows Platform

M&G's PruFund coming to Scottish Widows Platform

First third-party platform launch

Jen Frost
clock 08 June 2026 • 2 min read
Investors move from cash to US equities as confidence improves

Investors move from cash to US equities as confidence improves

Investment Association figures show

clock 05 June 2026 • 3 min read