Can you help your client navigate investment concentration risks?
Explore multi-asset opportunities beyond the Magnificent Seven with MyFolio.
MyFolio resources
Access MyFolio product literature including brochures, guides and support materials for you and 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.
Key documents for advisers
Take advantage of our readily available resources to help you do business and choose the right investment options for your clients.
Brochures and reports
Ratings documents
Risk Mapping guideOpens in new window
The mapping summarises the relationship between risk ratings and the MyFolio strategies
Risk and Rewards guideOpens in new window
Projected returns based on MyFolio Market fund range
Performance summaryOpens in new window
Overview of returns achieved over one-year, three, five and seven year periods
Client facing resources
Other resources for you
Adviser support
The MyFolio Lookthrough Tool helps you to create customised client reports, and find the latest fund information, commentary and updates.
News & perspectives
Get to know the essentials for the digestible insights we offer to support you around a number of themes including advice practice management, retirement planning, pensions technical, investment, tax and regulatory change.
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.