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HomeToolsMyFolio Lookthrough Tool

MyFolio Lookthrough Tool

Quickly access the latest fund information and create custom reports for clients

Risk warning

The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.

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