Customer Monitoring

PLEASE NOTE: The personal homepage for some smartMonday PRIME TESF members is not displaying current balance and investments, however this information can be viewed by clicking the orange ‘Details’ button to navigate to the self-service portal. We are currently working to rectify this. 

smartMonday Lifecycle uses a lifecycle investment strategy which automatically adjusts the asset allocation as you move through your 'working week'. From your Monday through to Wednesday lunch time we invest 90% in growth-style investments (like shares and property) and only 10% in defensive investments (like cash and bonds). As you move through Wednesday afternoon and Friday into your long weekend, we gradually decrease the percentage of growth-style investments and increase the percentage of defensive investments.

As you can see from the chart, this strategy gently reduces the risk level of your investment portfolio – gliding into your weekend.

smartMonday Lifecycle See how our Lifecycle investment strategy works.