SLG LiveSite Portlet

MyFolio

Overview

MyFolio is a flexible range of solutions offering 25 multi-asset funds designed to meet your clients’ varying needs. There are five ranges (three growth and two income) offering both active and passive options. Each range includes five funds, targeting different levels of risk (from I - lower to V - higher).

My folio Graph

Launched in 2010, MyFolio has proved hugely popular, with over £13.4 billion invested in the funds (as at December 2017) and over 150,000 investors.

Supporting your advice process

The support available to you and your clients has been structured around the advice process to provide you with easy access to the information, documents and tools you need at every stage.

MyFolio 4 step process
SLG LiveSite Portlet
SLG LiveSite Portlet
SLG LiveSite Portlet