MyFolio

A fund of funds solution designed to meet demand from advisers and clients for a cost-effective, risk-targeted solution to help meet long-term investment needs.

Key benefits:

MyFolio Sustainable

Discover a range of funds that lets customers access investments which aim to do more good and less harm, whilst retaining all the benefits of a multi-asset portfolio at a level of risk they are comfortable with.

MyFolio investment ranges

Index

Index

Five funds investing primarily in a range of tracker funds managed by Aberdeen Standard Investments. These underlying funds will, therefore, follow their respective index down as well as up. This is the lowest cost option as it primarily invests in ASI trackers and does not undertake any tactical decisions between its annual Strategic Asset Allocation reviews.

Market

Market

Five funds investing primarily in a range of tracker funds which aim to replicate the performance of an index such as the FTSE All Share or the S&P 500. These underlying funds will, therefore, follow their respective index down as well as up.

My folio sustainable hero

Sustainable

The five MyFolio Sustainable funds let customers access investments which aim to do more good and less harm whilst retaining all the benefits of a multi-asset portfolio, at a level of risk they are comfortable with. It does this by investing in a range of carefully chosen funds which meet our rigorous sustainability standards.

Managed

Managed

Five portfolios offering a competitively-priced option as they invest mainly in funds run by Aberdeen Standard Investments. We have considerable expertise investing across the major asset classes such as equities, property, bonds and alternative investments.

Multi Manager

Multi-Manager

Five portfolios investing in selected funds from some of the leading investment managers in the market. We carry out in-depth research to identify funds we believe to be among the best in the industry.

Monthly Income

Monthly Income

Three funds with a bias towards generating income. These funds invest in carefully selected, income-focused funds from leading managers in the market.

  • Index

    Five funds investing primarily in a range of tracker funds managed by Aberdeen Standard Investments. These underlying funds will, therefore, follow their respective index down as well as up. This is the lowest cost option as it primarily invests in ASI trackers and does not undertake any tactical decisions between its annual Strategic Asset Allocation reviews.

  • Market

    Five funds investing primarily in a range of tracker funds which aim to replicate the performance of an index such as the FTSE All Share or the S&P 500. These underlying funds will, therefore, follow their respective index down as well as up.

  • Sustainable

    The five MyFolio Sustainable funds let customers access investments which aim to do more good and less harm whilst retaining all the benefits of a multi-asset portfolio, at a level of risk they are comfortable with. It does this by investing in a range of carefully chosen funds which meet our rigorous sustainability standards.

  • Managed

    Five portfolios offering a competitively-priced option as they invest mainly in funds run by Aberdeen Standard Investments. We have considerable expertise investing across the major asset classes such as equities, property, bonds and alternative investments.

  • Multi-Manager

    Five portfolios investing in selected funds from some of the leading investment managers in the market. We carry out in-depth research to identify funds we believe to be among the best in the industry.

  • Monthly Income

    Three funds with a bias towards generating income. These funds invest in carefully selected, income-focused funds from leading managers in the market.

The MyFolio Lookthrough Tool has been designed to enable you to access performance, the latest fund updates and commentary quickly and easily, with options for flexible fund charting and creating customised client reports.

You can listen to the latest and register for upcoming MyFolio webcasts here, to hear directly from our fund managers and investment specialists.


Introducing MyFolio Sustainable webcast

23 November 2020 – click here for the webcast

MyFolio quarterly webcast

21 October 2020 – click here for the webcast

Risk warning
Risk warning - Investment involves risk. 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.