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A smoother investment journey

Whether your clients are approaching retirement or already enjoying it, the Quilter Smoothed Funds have been designed to provide a more stable investment experience for your clients by reducing the size of the day-to-day fluctuations to their fund value.

Each of the funds has an objective to grow your clients’ wealth by investing in a range of assets including equities, bonds, and money market instruments including cash, typically through investment in other funds, whilst being continually managed to a defined level of investment risk.

Your next step

Let us show you how the Quilter Smoothed Funds could give your clients the confidence to remain invested and enjoy a more sustainable income in retirement.

about the Quilter Smoothed Funds Contact us to find out more

The Quilter Smoothed Funds aim to reduce the size of the day-to-day fluctuations to the fund value, but they do not provide any guarantees. The smoothing process could reduce returns in rising markets and reduce losses in falling markets.

This communication is issued by Quilter, a trading name of Quilter Life & Pensions Limited.

Phoenix Life Limited, trading as Standard Life, is registered in England and Wales under number 1016269. Registered office at 10 Brindleyplace, Birmingham, B1 2JB. Phoenix Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The Standard Life trademark is owned by Phoenix Group Management Services Limited and is used by Quilter under licence.

Approver: Quilter November 2025

QIP 23946/34/13938