With MyFolio, you can choose from different investment styles.
MyFolio Index – these five funds invests 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.
MyFolio Market– these five funds invests 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. This is a lower cost MyFolio option since tracking an index means there is little active management and therefore low management charges.
MyFolio Managed funds – these five portfolios offer 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.
MyFolio Multi-Manager funds – these five portfolios invest 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.
MyFolio Monthly Income funds – we also offer the choice of three funds with a bias towards generating income. These funds invest in carefully selected, income-focused funds from leading managers in the market.
Please note that the number contained in the fund name is not related to the synthetic risk and reward indicator contained in the Key Investor Information Document (KIID).* All FTSE indices are calculated solely by FTSE International Limited (“FTSE”). FTSE does not sponsor, endorse or promote these funds. All copyright in the index values and constituent lists vests in FTSE. “FTSE®” is a trade mark jointly owned by the London Stock Exchange Plc and The Financial Times Limited and is used by FTSE under licence. “All-Share” is a trade mark of FTSE.
** The S&P 500 Index is a stock market index containing the stocks of 500 American large-cap corporations. The index is owned and maintained by Standard & Poor’s.