InvestMe Financial Services LLC

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InvestMe Financial Services LLC

InvestMe Financial Services is a unique investment proposition that offers our clients the following benefits:

  • Educating clients by giving them the knowledge to ensure they are not being disadvantaged by receiving incorrect or incomplete investment advice.
  • No need for lock in periods or redemption fees.
  • You have access to the skills of carefully selected investment managers.
  • The most important thing for our company is that there are no nasty surprises.
  • We provide you with regular and relevant communications about your investments.
  • We believe in reducing fees by using the most cost-efficient investments.

InvestMe Risk-Managed Portfolios

InvestMe Factsheets

Conservative Risk Click here
Cautious Risk Click here
Prudent Risk Click here
Balanced Risk Click here
Growth Risk Click here
High Growth Risk Click here

Monthly Performance

   
Smartim Monthly Performance – April 16 Click here
Smartim Monthly Performance – May 16 Click here
Smartim Monthly Performance – June 16 Click here
Smartim Monthly Performance – July 16 Click here
Smartim Monthly Performance – August 16 Click here
Smartim Monthly Performance – September 16 Click here
Smartim Monthly Performance – October 16 Click here
Smartim Monthly Performance – November 16 Click here
Smartim Monthly Performance – December 16 Click here
Smartim Monthly Performance – January 17 Click here
Smartim Monthly Performance – February 17 Click here
Smartim Monthly Performance – March 17 Click here
Smartim Monthly Performance – April 17 Click here
Smartim Monthly Performance – May 17 Click here
Smartim Monthly Performance – June 17 Click here
Smartim Monthly Performance – July 17 Click here

Weekly Market Reviews

For the latest market review, please go to the Smartim website.

Smartfund 80% Protected Portfolios

The Smartfund 80% Protected Portfolios invest in the Smartfund 80% Protected range. These funds offer the returns of multi-asset risk-graded portfolios managed by Smartim, with the benefit of capital protection of 80% of the highest ever fund value achieved, provided by Morgan Stanley.

These Funds are currently available in Balanced and Growth. Investors will have a choice of three currencies: sterling, euro and US dollar.

How it works

Fund_structure

Risk-graded strategy

The risk-graded portfolio is the performance engine of the Fund, and is managed by experts and Smart Investment Management (Smartim). Each portfolio has a specific risk profile and invests in a carefully constructed blend of different asset classes that can include equities, bonds, commodities, foreign exchange and alternative investments.

Protection component

The protection component, which is provided by Morgan Stanley, compensates for losses on the risk-graded portfolios to ensure that at all times the Fund Net Asset Value (NAV) is above 80% of the highest fund value achieved. Gains made above the previous highest fund value continually increase the protected value.

 

Important documents

 
Fund Information  
Brochure Click here
Brochure - Clean Click here
Smart - Investment Mandate Click here
Smartfund 80% Protected Historical Returns Click here
Prospectus Click here
Supplement – Balanced Click here
Supplement – Growth Click here

 

The Smartfund Range Factsheets

 
  GBP USD EUR
Smartfund 80% Protected Balanced Fund Click here Click here Click here
Smartfund 80% Protected Growth Fund Click here Click here Click here
Smartfund 80% Protected Balanced Fund – Clean Click here
Smartfund 80% Protected Growth Fund – Clean Click here
Smartfund Cautious Fund Click here not live Click here
Smartfund Balanced Fund Click here Click here not live
Smartfund Growth Fund Click here Click here not live

 

Smartfund 80% Protected Performance

 
  Balanced Growth
Protected Performance Pack – YTD Click here Click here

 

KIIDs

 
   
KIID – Smartfund 80% Protected Balanced Fund – GBP Click here
KIID – Smartfund 80% Protected Balanced Fund – USD Click here
KIID – Smartfund 80% Protected Balanced Fund – EUR Click here
KIID – Smartfund 80% Protected Growth Fund – GBP Click here
KIID – Smartfund 80% Protected Growth Fund – USD Click here
KIID – Smartfund 80% Protected Growth Fund – EUR Click here
KIID – Smartfund 80% Protected Balanced Fund – Clean – GBP Click here
KIID – Smartfund 80% Protected Growth Fund – Clean – GBP Click here

 

The Praemium Platform

Making client recommendations

In order for your clients to make fully informed investment decisions you will need to provide them with an Illustration that outlines the potential risks and returns of your recommended strategies. These can be easily created using our Illustration Generator:

   
Illustration Generator Click here
Brochure Click here
Custody & Execution Terms & Conditions Click here
Investment Management Terms Click here
CDD Guidlines Click here
IRS Tax Forms - W8 Ben Click here
IRS Tax Forms – W8 Ben-E Click here
IRS Tax Forms – W9 Click here

Managing client investments

Below are important documents for the ongoing management of your client portfolios:

   
Additional Investment Form Click here
Withdrawal Form Click here
Corporate Investment Instruction Click here
Direct Debit Form (for UK clients only) Click here
Switch Instruction Click here

 

Below are the system guides to help you and your clients navigate your platform:  
Quick Start User Guide - Adviser Download
Quick Start User Guide - Investor Download

Additional Information

Visit the Resource Centre to learn more about how to use the service:

Note: This information is intended for Professional Advisers only and should not be relied upon by Retail Investors.

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