Overview
MyFolio is a flexible range of solutions designed to meet your clients’ varying needs. There are four ranges (three growth and one income) offering both active and passive options. The ranges include funds targeting different levels of risk.
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.
The value of your clients' investments can go down as well as up and may be worth less than was paid in.
The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.
