How the MyFolio Lookthrough tool enhances client engagement and operational efficiency
Read FE fundinfo's case study on the MyFolio Lookthrough Tool.
MyFolio fund ranges
More choice and flexibility, whatever your clients’ outcomes
MyFolio is a cost-effective outsourced investment solution
MyFolio offers six ranges of risk-targeted funds for you to select the most appropriate outcome for your clients. They can invest in a mix of asset classes, styles, sectors and regions giving your clients a truly diversified portfolio. You can leave the management of the investments to us so your time is focused on your clients.
Choice
A range of up to 5 risk options suitable for all clients' investment styles and goals.
Costs
Offers a low maintenance low fee outsourced solution available for all client outcomes.
Clients
With £15.2bn now invested in MyFolio with a broad diversification across all global markets (as at December 2024).
Hear more from our experts
Why choose MyFolio?
MyFolio funds are designed to offer a straightforward approach to diversifying investments in the medium to long-term, giving access to a variety of global assets such as equities and bonds within a single solution. Investors should consider to invest for five years or more to benefit from this diversified approach and potential growth.
MyFolio fund ranges
MyFolio offers a range of different investment styles and up to five risk levels, suitable to clients' needs and preferences.
Lookthrough tool
Helps you to create customised client reports, and find the latest fund information, commentary and updates.
Resources
There is a wide range of useful guides and reports for all the MyFolio fund ranges, including support to share directly with your clients.
Risk warning
The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.
MyFolio risk ratings
MyFolio strategies are aligned with risk-rated strategies from independent agencies.
Dynamic planner risk rating
Defaqto risk rating
| Risk comparison ratings | MyFolio I | MyFolio II | MyFolio III | MyFolio IV | MyFolio V |
|---|---|---|---|---|---|
| Defaqto | 2 | 4 | 5 | 6 | 8 |
| DT Dynamic Planner | 3 | 4 | 5 | 6 | 7 |
Contact us
The responsibility for the MyFolio funds lies across experienced portfolio managers, who are all part of the Multi-Manager Strategies Team. For more information please contact your local business development manager.