Benefits of MyFolio
Offer choice and flexibility
Choose from different investment solutions (including managed, market and multi manager portfolios) and five risk levels, designed to meet different client risk profiles, including appetite for risk, capacity for loss as well as their need for growth.
Make personalised recommendations
With MyFolio you can help your clients get the right balance of risk and return for them as well as giving them access to truly diversified, actively managed portfolios.
Why MyFolio could be good for you and your clients:
- Spend less time on admin and more with your clients: investment experts take care of long-term strategic and short-term tactical asset allocation, fund selection and ongoing rebalancing of portfolios so you can focus on your clients.
Could provide value for money: for example, SL abrdn MyFolio Market III Pension Fund is our mid-range option which invests mainly in passive funds from highly rated fund managers. As passively managed options are usually cheaper than actively managed ones, it could be a lower cost option for your clients.
A responsible approach to investments: environmental, social and governance (ESG) considerations are integrated into the investment management process. And because MyFolio options are actively managed, the investment management team has the flexibility to take ESG factors into account when they select investments. You can find out more about how we incorporate ESG factors into investment decisions in our 'responsible approach to pension investments' guide.
Use our fund filter to search for specific funds and to get key information such as daily prices, fund factsheets and fund performance.
Find out more about the MyFolio range
To find out more about the MyFolio range, and whether we can help you deliver greater value for money, please get in touch with your account manager.
You can also email our team at SL_distribution@standardlife.com or give us a call on 0345 607 0216. Call charges will vary.
There is no guarantee that any email you send will be received or will not have been tampered with. You should not send personal details by email.
Money invested is at risk. Tax may change in the future.