MyFolio Due Diligence report

To help financial advisers meet their due diligence requirements we produce a MyFolio Due Diligence Report on a quarterly basis.

This report includes a quarterly update on the Strategic and Tactical Asset allocation, underlying fund changes, a market review and outlook, and details of manager meetings. It covers all 25 of the MyFolio risk-based fund-of-funds.

Download the latest MyFolio Due Diligence Report:

Warning
Risk warning - Before investing, investors should consider carefully the investment objective, risks, charges, and expenses of a fund. This and other important information is contained in the prospectus and KIID document. The information is intended to be of general interest only and should not be considered as an offer, investment recommendation or solicitation, to deal in the shares of any securities or financial instruments.