Celebrating three years of MyFolio Enhanced ESG Index
This innovative range has passed a key milestone. What explains its popularity with clients?
MyFolio fund ranges
More choice and flexibility, whatever your clients’ outcomes
MyFolio is a cost-effective outsourced investment solution
MyFolio offers six ranges of risk-targeted funds for you to select the most appropriate outcome for your clients. They can invest in a mix of asset classes, styles, sectors and regions giving your clients a truly diversified portfolio. You can leave the management of the investments to us so your time is focused on your clients.
Choice
A range of up to 5 risk options suitable for all clients' investment styles and goals.
Costs
Offers a low maintenance low fee outsourced solution available for all client outcomes.
Clients
With £15.2bn now invested in MyFolio with a broad diversification across all global markets (as at December 2024).
Hear more from our experts
Katie Trowsdale,
Head of Public Market Solutions, Aberdeen Investments
“Since 2010, MyFolio has helped clients navigate risk and market uncertainty with greater clarity — offering a structured, multi-asset solution that reduces complexity and keeps portfolios aligned with long-term goals.”
Katie Trowsdale,
Head of Public Market Solutions, Aberdeen Investments
Why choose MyFolio?
MyFolio funds are designed to offer a straightforward approach to diversifying investments in the medium to long-term, giving access to a variety of global assets such as equities and bonds within a single solution. Investors should consider to invest for five years or more to benefit from this diversified approach and potential growth.
MyFolio fund ranges
MyFolio offers a range of different investment styles and up to five risk levels, suitable to clients' needs and preferences.
MyFolio Lookthrough reports
Access Lookthrough reports for clear, accessible performance, fund insights and commentary to better support you and your clients.
Resources
There is a wide range of useful guides and reports for all the MyFolio fund ranges, including support to share directly with your clients.
Risk warning
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.
MyFolio risk ratings
MyFolio strategies are aligned with risk-rated strategies from independent agencies.
Dynamic planner risk rating
Defaqto risk rating
| Risk comparison ratings | MyFolio I | MyFolio II | MyFolio III | MyFolio IV | MyFolio V |
|---|---|---|---|---|---|
| Defaqto | 2 | 4 | 5 | 6 | 8 |
| DT Dynamic Planner | 3 | 4 | 5 | 6 | 7 |
Professional Adviser Awards 2025
The MyFolio team has recently won the Best Risk Targeted Range of Funds category at the Professional Adviser Awards 2025 for the MyFolio Index Fund.
Best Risk Targeted Range of Funds 2025
Contact us
The responsibility for the MyFolio funds lies across experienced portfolio managers, who are all part of the Multi-Manager Strategies Team. For more information please contact your local business development manager.