Discover the Evelyn Smart Range

The Evelyn Smart Range is a range of actively managed funds of funds that will primarily invest in passively managed collective investments including exchange-traded funds. The range will invest in global equities, bonds and other non-equity assets. The active management comes from the manager taking decisions on asset selection, regional allocations, sector views and overall market exposure. The fund range is managed by a team of the firm’s most-experienced investment professionals.

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How to invest

You can invest in the Evelyn Smart Range through our Bestinvest platform.

Evelyn Smart Cautious Fund

Factsheet

Smart Cautious S GBP
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EU Key Investor Documents (For EU Based Investors)

Evelyn Smart Cautious Fund S Accumulation GBP
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UK Key Investor Information Documents (For UK Based Investors)

Evelyn Smart Cautious Fund S Accumulation GBP
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Evelyn Smart Balanced Fund

Factsheet

Smart Balanced S GBP
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EU Key Investor Documents (For EU Based Investors)

Evelyn Smart Balanced Fund S Accumulation GBP
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UK Key Investor Information Documents (For UK Based Investors)

Evelyn Smart Balanced Fund S Accumulation GBP
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Evelyn Smart Growth Fund

Factsheet

Smart Growth S GBP
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EU Key Investor Documents (For EU Based Investors)

Evelyn Smart Growth Fund S Accumulation GBP
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UK Key Investor Information Documents (For UK Based Investors)

Evelyn Smart Growth Fund S Accumulation GBP
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Evelyn Smart Adventurous Fund

Factsheet

Smart Adventurous S GBP
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EU Key Investor Documents (For EU Based Investors)

Evelyn Smart Adventurous Fund S Accumulation GBP
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UK Key Investor Information Documents (For UK Based Investors)

Evelyn Smart Adventurous Fund S Accumulation GBP
Download

Evelyn Smart Maximum Growth Fund

Factsheet

Smart Maximum Growth S GBP
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EU Key Investor Documents (For EU Based Investors)

Evelyn Smart Maximum Growth Fund S Accumulation GBP
Download

UK Key Investor Information Documents (For UK Based Investors)

Evelyn Smart Maximum Growth Fund S Accumulation GBP
Download

Investment risk warning - funds

The value of an investment, and any income from it, may go down as well as up and you may get back less than you originally invested. Past performance is not a guide to future performance. Clients should always seek appropriate advice from their financial adviser before committing funds for investment. Further information is available in the Key Investor Information Document (KIID), the risk section of the Fund’s prospectus and the Fund Factsheet. Please read the KIID before making any investment decision.