Sustainable investing: mind the behaviour gap
Find out how an awareness of cognitive biases could help you to help your clients.
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.
MyFolio offers six ranges of risk-targeted funds for you to select the most appropriate outcome for your clients. They can invest in a mix of asset classes, styles, sectors and regions giving your clients a truly diversified portfolio. You can leave the management of the investments to us so your time is focused on your clients.
A range of up to 5 risk options suitable for all clients investment styles and goals.
Offers a low maintenance low fee outsourced solution available for all client outcomes.
With £34bn now invested in MyFolio with a broad diversification across all global markets (as at March 2023).
MyFolio funds are designed to offer a straightforward approach to diversifying investments in the medium to long-term, giving access to a variety of global assets such as equities and bonds within a single solution. You should consider to invest for five years or more to benefit from this diversified approach and potential growth.
MyFolio offers a range of different investment styles and up to five risk levels, suitable to clients' needs and preferences.
The MyFolio Lookthrough Tool helps you to create customised client reports, and find the latest fund information, commentary and updates.
Hear directly from fund managers Katie Trowsdale and Mark Lane.
Three years on from the launch of MyFolio Sustainable, we’re hearing from advisers that an increasing number of clients are considering investing a portion of their money sustainably. Watch our video to find out about the benefits of our distinctive investment process.
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