MyFolio Managed V Fund Institutional Acc
Institutional Accumulation ISIN: GB00B545DL77
- Price (GBP)
- 99.80
- Daily change
-
0.01p
(0.01%)
- Yield
- 1.56%
- Change date
- 19/07/2019
Introduction
The fund aims to provide growth over the long term while being managed to a defined level of risk. It is one of the five funds in the MyFolio Managed range which offers a different level of expected investment risk and return. This fund is risk level V, which aims to be the highest risk fund in this range. This level will have the highest amount in traditionally higher risk assets such as company shares including property shares, certain types of bonds. This may suit you if you are comfortable with investment risk. The fund invests at least 60% in actively managed Aberdeen Standard Investment funds to obtain broad exposure to a range of diversified investments. Typically at least 80% is invested in assets traditionally viewed as being higher risk such as company shares, emerging market bonds (loans to an emerging market government), alternative funds and commercial property. Alternative funds can use a combination of traditional assets (such as equities and bonds) and investment strategies based on derivatives. The rest of the fund is invested in a selection of other assets such as money market instruments including cash, government bonds (loans to a government) and investment grade corporate bonds (loans to a company). The fund is actively managed by the investment team. Their main focus is to select funds within each asset class and ensure that the strategic asset allocation (long-term proportions in each asset class) meets the fund's objectives. In addition, they will take tactical asset allocations (changing short term proportions in each asset class) to improve returns. It may consist of up to 40% passively managed funds (again including those managed by Aberdeen Standard Investments). Please note that the number contained in the fund name is not related to the synthetic risk and reward indicator contained in the Key Investor Information document (NURS-KII). Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund may use derivatives to reduce risk or cost, or to generate additional capital or income at low risk. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of assets held within the fund may rise and fall as a result of exchange rate fluctuations.
Risk and Reward Profile
Lower Risk
Typically lower rewards
Higher Risk
Typically higher rewards
| 1 | 2 | 3 | 4 | 5 | 6 | 7 |
This indicator reflects the volatility of the fund's share price over the last five years, which in turn reflects the volatility of the underlying assets in which the fund invests. Historical data may not be a reliable indication for the future. Further information can be found in this fund's Key Investor Information Document.
Fund management
Bambos Hambi
Bambos joined Standard Life Investments in 2011 as Head of Fund of Fund Management. He has overall responsibility for the portfolio management of the 25 funds in Standard Life Investments' MyFolio Funds offering. The MyFolio Funds are a family of carefully constructed risk-based portfolios, managed by Standard Life Investments, that offer clients a choice of active and passive investment strategies across five risk levels. Bambos' previous roles include Fund Manager and Head of Multi Manager at Gartmore, Fund Manager and Head of Multi Manager at Rothschild, and he has also worked with Friends Ivory & Sime, Quilter & Co Ltd and Legal & General.
Katie Trowsdale
Katie Trowsdale is a fund manager in the Fund Solutions Team and is the deputy manager on Standard Life Investments flagship MyFolio fund range. She joined Standard Life Investments in 2011 and has over 16 years of investment experience. Prior to this, Katie was an analyst for the Gartmore funds of funds team where she worked since 2007.
Performance
Fund performance (on a bid to bid basis)
Powered by data from FE
Fund performance & returns (figures updated on a quarterly basis)
| Fund performance | |||||
| Sector performance | |||||
| 1 month* | 6 months* | 1 year* | 3 years* | 5 years* | |
| Fund performance | |||||
| Sector performance |
Past performance is not a guarantee of future returns. The value of investments may go down as well as up and you may receive back less than you invested. Your capital and income is not guaranteed.
* Values to -
** n/a indicates that fund performance information is not available for this period due to the date the fund was launched.
"FTSE" is a trademark jointly owned by the London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited ("FTSE") under licence. All rights in the FTSE indices vest in FTSE. FTSE does not sponsor, endorse, or promote this or any other financial product.
Investment objective
The fund aims to provide growth over the long term while being managed to a defined level of risk. It is one of the five funds in the MyFolio Managed range which offers a different level of expected investment risk and return. This fund is risk level V, which aims to be the highest risk fund in this range. This level will have the highest amount in traditionally higher risk assets such as company shares including property shares, certain types of bonds. This may suit you if you are comfortable with investment risk. The fund invests at least 60% in actively managed Aberdeen Standard Investment funds to obtain broad exposure to a range of diversified investments. Typically at least 80% is invested in assets traditionally viewed as being higher risk such as company shares, emerging market bonds (loans to an emerging market government), alternative funds and commercial property. Alternative funds can use a combination of traditional assets (such as equities and bonds) and investment strategies based on derivatives. The rest of the fund is invested in a selection of other assets such as money market instruments including cash, government bonds (loans to a government) and investment grade corporate bonds (loans to a company). The fund is actively managed by the investment team. Their main focus is to select funds within each asset class and ensure that the strategic asset allocation (long-term proportions in each asset class) meets the fund's objectives. In addition, they will take tactical asset allocations (changing short term proportions in each asset class) to improve returns. It may consist of up to 40% passively managed funds (again including those managed by Aberdeen Standard Investments). Please note that the number contained in the fund name is not related to the synthetic risk and reward indicator contained in the Key Investor Information document (NURS-KII). Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund may use derivatives to reduce risk or cost, or to generate additional capital or income at low risk. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of assets held within the fund may rise and fall as a result of exchange rate fluctuations.
Key information
| Managers | Bambos Hambi , Katie Trowsdale |
|---|---|
| Launch date | 22 Sep 2010 |
| Fund currency | GBP |
| Codes |
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| Charges (%) |
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| Risk and Reward | 4 |
| Min value of holdings |
|
Performance
Fund performance (on a bid to bid basis)
Powered by data from FE
Fund performance & returns (figures updated on a quarterly basis)
| Fund performance | |||||
| Sector performance | |||||
| 1 month* | 6 months* | 1 year* | 3 years* | 5 years* | |
| Fund performance | |||||
| Sector performance |
Past performance is not a guarantee of future returns. The value of investments may go down as well as up and you may receive back less than you invested. Your capital and income is not guaranteed.
* Values to -
** n/a indicates that fund performance information is not available for this period due to the date the fund was launched.
"FTSE" is a trademark jointly owned by the London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited ("FTSE") under licence. All rights in the FTSE indices vest in FTSE. FTSE does not sponsor, endorse, or promote this or any other financial product.