About

Smart Pension's Investment Performance Report Explained

Welcome to the Smart Pension Investment Performance Report page. The new investment strategy went live on 4th April and the default Growth fund 'Smart Growth – Moderate' climbed 7.6% during the quarter exceeding its benchmark and performing in line with manager expectations. (as at the end of June 2018). Read our latest report.

How We invest

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Model strategies or do-it-yourself

We have built some model strategies designed with a mixture of investments that you can use or you can choose your own investments from our selection.

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High quality investments

We use funds which are cost-effective and provide the purest form of index tracking.

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Diversification

We split investments across different geographical locations and use investment funds holding large numbers of stocks and shares.

The Funds We Include

We invest your pension contributions into a Legal & General fund and offer a number of different funds which are tailored for you based on your age. There are currently sixteen different funds you can choose from. You can choose to manage your investment yourself or opt for one of our model strategies. We also offer a Sharia fund for members wishing their pension contributions to be compliant with Islamic law. To learn more about fund selection, visit our fund selection page.

Read Smart Pension's investment report as at 30th September 2018

Investment Performance Report

Read Smart Pension's investment report as at 30th June 2018

Investment Performance Report

Read Smart Pension's investment report as at 30th March 2018

Investment Performance Report
  • 2017 Smart Pension's Investment Report

    Read Smart Pension's investment report as at 29th December 2017

    Investment Performance Report

    Read Smart Pension's investment report as at 31st October 2017

    Investment Performance Report

    Read Smart Pension's investment report as at 30th July 2017

    Investment Performance Report

    Read Smart Pension's investment report as at 28th April 2017

    Investment Performance Report

    Read Smart Pension's investment report as at 28th February 2017

    Investment Performance Report
  • 2016 Smart Pension's Investment Report

    Read Smart Pension's investment report as at 28th December 2016

    Investment Performance Report

You may also wish to refer to the Legal & General Pension HSBC Amanah Global Equity Index 3 report (31/11/17) in relation to our investment reports. Click here to read the full report.

Legal Disclaimer

The value of investments may go up or down due to fluctuations in currencies, financial markets and other risk factors. Default funds may not fulfil their objectives; performance is not guaranteed and future performance may not be in line with the past. This page has been created by Smart Pension and is valid at the date it is published. It has been created for general information only and does not constitute specific legal advice or opinion. You should not rely on any of the information contained within this page without seeking further advice from qualified investment advisers. The facts and data contained in this report shall not be copied, made available, reproduced, extracted or published within your business, for commercial purposes, or to the public or any other purposes unless Smart Pension gives you consent.

While we regularly review information and material provided on our website, and take steps to ensure it is easy to understand and accurate, we do not provide any guarantee or warranty in relation to material on our website or accept liability for any errors, incompleteness, inaccuracies or omissions. Should you find an error, please email us immediately at content@smartpension.co.uk to alert us.

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