MyFolio Active

MyFolio Active

MyFolio Active makes the choice of picking the right fund for your client a little easier.   

They are a range of risk targeted, multi asset funds with five to choose from. Each fund has a different level of risk. From the lower risk MyFolio Active I through to the higher risk MyFolio Active V. Each is designed with the aim of maximising potential investment returns for your clients chosen level of risk.
 

Improved sustainability outcomes

The MyFolio Active funds have embedded sustainability features contained within them. This means that the investment managers, aberdeen, consider Environmental, Social and Governance (ESG) factors when selecting investments for the MyFolio Active funds. 

Where possible, each of the investments within the MyFolio Active funds is assigned an ESG score, based on their effectiveness at managing ESG risks.  

The MyFolio Active funds are classified as Article 8 under SFDR.
 

Risk versus return

Each MyFolio Active fund invests in a range of funds with a combination of lower risk assets, such as cash and bonds, and higher risk assets, such as company shares. The combination is different for each MyFolio Active fund, so for example, MyFolio Active I will hold fewer higher risk assets and more lower risk assets while MyFolio Active V will holder more higher risk assets and less lower risk assets.

Why choose MyFolio Active

• ESG focus. The funds aim to provide consistent long-term returns, whilst delivering improved sustainability outcomes. The funds will aim to invest more in companies with better ESG characteristics and scores, while excluding companies involved in controversial activities or with very high negative environmental or social impacts. 
• Diversification. These funds invest in a broad range of global asset classes, including company shares, government bonds, corporate bonds, property companies and cash.  
• Simplicity. Unlike many other investment funds, MyFolio Active makes the process easy to understand. You and your client determine their attitude to risk, then choose the MyFolio Active fund that matches their risk profile  
• Flexibility. They can always change their mind. If their attitude to risk changes, just switch to another MyFolio Active fund or to any other fund in our range.  
• Put your mind at rest. Once your client is invested in MyFolio Active, you can be confident that it will be regularly monitored and rebalanced to ensure the fund stays within the appropriate risk level and that the objective of each fund is being met.