MyFolio funds give your clients a choice of investment funds at various risk levels, helping you to offer them funds that suit their differing needs and attitudes to risk.
MyFolio gives you:
A cost-effective, outsourced investment solution that lets you focus on supporting your clients' objectives
A range of options to suit your clients' risk profiles and preferred investment styles
Long-term performance for each fund that corresponds to its risk level
Ongoing monitoring and rebalancing to continuously meet clients' risk and return objectives
Comprehensive adviser support including monthly performance updates, webcasts and fund reports
How do your clients feel about risk?
Our risk questionnaire is a good way to help them your clients understand how they feel about risk and choose the investments that suit them. In brief, it:
Was designed by leading experts in risk analysis
Helps you meet compliance requirements
Produces a customised risk report for each client
If your client doesn't want to take any risk at all, this section is not for them. You can also download the risk questionnaire and the terms and conditions as pdf files.
Once your client understands their attitude to risk, you can help them choose their preferred investment style. Choose from MyFolio Active, MyFolio Market, or create a blend of both.
MyFolio Active
These are actively-managed funds looked after by abrdn.
You can mix active and passive investment styles within any given risk level without compromising your clients' risk profiles. That means you can create unique investment portfolios for each client relatively simply and at a reasonable cost.
The table below gives you an at-a-glance guide to the main points of difference between the two MyFolio fund types.
The information on standardlife.ie/adviser is designed for financial advisers. It's not suitable for anyone else. If you're not a financial adviser, please go to standardlife.ie for information about the products and services we offer.
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