MyFolio Managed Funds - the options

Simplify your fund choice with MyFolio Managed Funds

The information and charges on this page relate to individual pensions only. If you want to find out more about the MyFolio Managed fund range, call us on 0800 970 4148. Calls may be monitored and/or recorded to protect you and us and help with our training. Call charges will vary.

The five risk levels

Five funds, five risk levels

There are five MyFolio Managed Funds, each with a different level of risk to make it simpler for you to choose the most appropriate option for you. Use Oxford Risk's questionnaire to find out more about your attitude to risk.

For more information about the MyFolio Managed range, have a look at our MyFolio Managed Funds guide (PDF, 700kb).

MyFolio Managed Funds will not be suitable for you if you don't wish to take any risk with your investments.


Low risk investment

MyFolio Managed I

If you're conservative with your investments, this MyFolio Managed Fund option may suit you best. You prefer taking a small amount of risk to achieve modest or relatively stable returns, although you accept there may be some short-term periods of fluctuation in value.


Low to medium risk investment

MyFolio Managed II

If you're relatively cautious with your investments, this MyFolio Managed Fund option may suit you best. You want to try and achieve a reasonable return. And you're prepared to accept some risk in doing so. Typically, these portfolios will exhibit relatively modest yet frequent fluctuations in value.


Medium risk investment

MyFolio Managed III

If you have a balanced attitude to risk, this MyFolio Managed Fund option may suit you best. You don’t seek risky investments but don't avoid them either. And you’re prepared to accept fluctuations in the value of your investments to try and achieve better long-term returns. These portfolios will be subject to frequent and, at times, significant fluctuations in value.


Medium to high risk investment

MyFolio Managed IV

If you are relatively comfortable with investment risk, this MyFolio Managed Fund option may suit you best. You aim for higher long-term returns and understand that this can also mean some sustained periods of poorer performance. And you're prepared to accept significant fluctuations in value to try and achieve better long-term returns.


High risk investment

MyFolio Managed V

If you are very comfortable with investment risk, this MyFolio Managed Fund option may suit you best. You aim for high long-term investment returns and do not overly worry about periods of poorer performance in the short-to-medium term. Typically, this fund can be subject to the full extent and frequency of stock market fluctuations.

The fund team

Not sure about moving funds? Our dedicated team can help.