MyFolio strategic asset allocation changes
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MyFolio fund ranges
Six fund ranges tailored to suit your clients’ risk preferences and long-term investment goals.
Risk warning
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 fund ranges at a glance
With MyFolio, you can choose from a number of different investment styles. For a full explanation of risks and the overall risk profile of these funds and the shareclasses within it, please refer to the Key Investor Information Documents and Prospectus. 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.
MyFolio Index
Invests mainly in passive funds managed by abrdn and is the lowest cost option.
MyFolio Sustainable Index
Invests mainly in passive and enhanced passive funds and is a relatively low cost option.
MyFolio Market
Invest mainly in passive funds from a range of managers and is a cost effective option.
MyFolio Sustainable
Invests in active and passive with a sustainable focus and a reasonable cost.
MyFolio Managed
Invest mainly in active funds run by abrdn at a reasonable cost.
MyFolio Multi-Manager
Invest in active fund from a range of managers at a reasonable cost.
MyFolio choice of risk level
Aims to strike the balance between the risk your clients are willing to take and the rewards they expect in return.
There are five MyFolio risk levels for each of the fund ranges, providing ample choice to meet the risk preferences of the majority of your clients, in a simple-to-understand format.
- MyFolio I
Designed for investors with a conservative approach to investing and who prefer to take a small amount of risk with the aim of achieving modest or relatively stable returns. They accept some short-term periods of fluctuation in value.
- MyFolio II
Designed for relatively cautious investors who want to achieve a reasonable return and are prepared to accept risk in doing so. Typically, these portfolios will exhibit relatively modest yet frequent fluctuations in value.
- MyFolio III
Designed for investors with a balanced attitude to risk – those who do not seek risky investments but do not avoid them either. These types of investors are prepared to accept fluctuations in the value of their investments.
- MyFolio IV
Designed for investors who are very comfortable with investment risk, aim for high long-term investment returns and do not overly worry about periods of poorer performance in the short-to-medium term.
- MyFolio V
Designed for investors who are very comfortable with investment risk, aim for high long-term investment returns and do not overly worry about periods of poorer performance in the short-to-medium term. Ordinarily, these portfolios can be subject to the full extent and frequency of stock market fluctuations.
MyFolio investment process
Each MyFolio fund aims for the highest possible total return achievable for your chosen risk level. To achieve this, our process contains four key steps.
- Strategic asset allocation
Designed for investors with a conservative approach to investing and who prefer to take a small amount of risk with the aim of achieving modest or relatively stable returns. They accept some short-term periods of fluctuation in value.
- Tactical asset allocation overlay
Designed for relatively cautious investors who want to achieve a reasonable return and are prepared to accept risk in doing so. Typically, these portfolios will exhibit relatively modest yet frequent fluctuations in value.
- Fund selection and portfolio construction
Designed for investors with a balanced attitude to risk – those who do not seek risky investments but do not avoid them either. These types of investors are prepared to accept fluctuations in the value of their investments.
- Rebalancing and review
Designed for investors who are very comfortable with investment risk, aim for high long-term investment returns and do not overly worry about periods of poorer performance in the short-to-medium term.
Hear from MyFolio Fund Managers on the Investment Process.
Other resources for you
Resources
There is a wide range of useful guides and reports for all the MyFolio fund ranges, including support to share directly with your clients.
Adviser support
The MyFolio Lookthrough Tool helps you to create customised client reports, and find the latest fund information, commentary and updates.
Contact us
The responsibility for the MyFolio funds lies across experienced portfolio managers, who are all part of the Multi-Manager Strategies Team. For more information please contact your local business development manager.