The Multi-Managed Smoothed Bonus Portfolio offers flexible guarantee levels on contributions invested and on bonuses. It is ideal for defined contribution funds, including those that offer member-level investment choice.
- Market volatility is removed through smoothed bonuses.
- Bonus rates are declared monthly in advance.
- The client chooses: 90%, 95% or 100% of all capital and bonuses on benefit payment.
- Distributes investment earnings by way of smoothed bonuses.
- Diversified underlying portfolio.
- Long-term real return.
- Assets are multi-managed by SYmmETRY Multi-Manager.
Value add to clients
- Members have the choice of whether to switch out of the fund or not.
- Investment values that grow at a competitive smoothed return.
- Full or partial guaranteed investment.
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