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Past performance summary

Here you can see past performance for Smarterly Compliant SmarterMix low risk/return back as far as data is available. You can also compare performance to any other investment from our comparison tables (just start typing the name in the box)

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Full performance chart


Annual performance over last 5 years

Sep 15 to Sep 16 Sep 16 to Sep 17 Sep 17 to Sep 18 Sep 18 to Sep 19 Sep 19 to Sep 20
Smarterly Compliant SmarterMix low risk/return 6.71% 1.73% 1.37% 3.42% -0.90%

Remember, past performance is not a reliable indicator of future results.

The chart includes the effect of fund manager's charges, but does not include Cushon's charges which may reduce returns by up to 0.79% per annum.

In some cases, where fund managers have launched a new class of shares within a fund, past performance has been extrapolated using a previous share class in order to show a fuller history.

The mix of funds within the Smarterly Compliant SmarterMix low risk/return portfolio that is available for new investment pots is updated every day depending on the latest market conditions and fund performance. The historical performance shown here relates to this latest mix of funds. However, once you select this portfolio for your pot then we will not change the mix of funds without your permission. Past versions of the Smarterly Compliant SmarterMix low risk/return portfolio will have contained a different mix of funds and will therefore have performed differently.

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