Investing for income
with MyFolio

We initially designed the MyFolio funds to provide investors with a level of growth commensurate with their chosen level of risk. However, we also recognise that some investors may be seeking more income from their portfolio, particularly in a low growth, low interest rate environment.

Therefore, we offer a choice of three income-focused funds for clients to choose from. Like their growth-focused counterparts, the MyFolio Monthly Income funds are selected from across the whole of the market.

We’ve structured the income-focused funds to deliver a higher level of income by a slightly different asset allocation stance to that of the growth funds, and by investing in underlying funds that have a bias towards generating income. For example, we include emerging market debt within the portfolios.

The income range complements the other MyFolio funds and offers the ability for investors to progress from growth to income over their lifetime.

Risk 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.