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

AJ Bell posts record rise in platform flows as AUA hits £108.7bn

AJ Bell posts record rise in platform flows as AUA hits £108.7bn

Net flows up 42%

Cristian Angeloni
clock 23 April 2026 • 2 min read
Why advisers should adopt Gaudi's 'my client is not in a hurry' approach

Why advisers should adopt Gaudi's 'my client is not in a hurry' approach

Dan Brocklebank makes keynote speech at PA360

Isabel Baxter
clock 23 April 2026 • 2 min read
Four Asian investment lessons in the face of turmoil

Four Asian investment lessons in the face of turmoil

South Korea, Vietnam and Indonesia have suffered some of the biggest falls since the start of the war

Gabriel Sacks
clock 23 April 2026 • 4 min read