Webinar – IDAD’s Smoothed Growth Feeder Funds Webinar
Smoothed funds offer investors access to diversified, multi-asset investment strategies, with a mechanism designed to help reduce the impact of short-term market volatility.
In a recent presentation, Jeremy Krausz from IDAD explored how smoothed funds work, the role they can play in investment planning and how they may help investors navigate changing market conditions.
Why investor behaviour matters
Investment decisions are not always driven by financial objectives. Market movements can influence emotions, sometimes leading investors to buy when markets are performing well and sell during periods of uncertainty.
As Jeremy explains:
“As markets go up, excitement builds. As markets drop, fear ensues.”
A smoothed investment approach aims to provide a more measured investment journey, helping to reduce the impact of short-term market fluctuations.
How do smoothed funds work?
Smoothed funds combine a diversified multi-asset investment strategy with a mechanism that adjusts the unit price over time. This is designed to moderate the effect of market movements, rather than reflect every movement immediately.
As Jeremy highlights:
“In a rapidly rising market, it’s going to lag behind. In a falling market, it’s going to be cushioned.”
This means investors may experience less volatility, although smoothing does not remove investment risk or guarantee returns. Performance may also lag during strongly rising markets.
Introducing WealthGuard
The WealthGuard range, powered by IDAD, provides access to smoothed investment strategies across GBP, EUR and USD funds.
The range is designed for investors seeking diversified exposure and a smoother investment experience, including those considering their longer-term retirement and drawdown planning.
As Jeremy puts it:
“The most efficient way to invest for a client is a multi-asset fund.”
Watch the full webinar to hear Jeremy explain the approach in more detail and explore the potential role of smoothed funds within a wider investment strategy.
This article is for information purposes only and does not constitute investment advice or a personal recommendation. The value of investments and any income from them can fall as well as rise, and investors may get back less than they invest. Smoothing does not guarantee capital or returns and does not remove investment risk. Please refer to the relevant fund documentation before making any investment decision.