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 - 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.