MyFolio Multi-Manager Income IV Fund Platform 1 Inc

Platform 1 Income ISIN: GB00B7F2PP90

Price (GBP)
61.03
Daily change
Up 0.01p (0.02%)
Yield
3.40%
Change date
22/07/2019

Introduction

The fund aims to provide a combination of income and growth over the long term while being managed within to a defined level of risk. The fund is one of the funds in the MyFolio Multi-Manager Income range each of which offers a different level of expected investment risk and return. This fund is risk level IV, which aims to be the highest risk fund in this range. This level will have a high amount in traditionally higher risk assets such as company shares, certain types of bonds. This may suit you if you are relatively comfortable with investment risk. The fund invests at least 60% in actively managed funds, including those managed by Aberdeen Standard Investments, to obtain broad exposure to a range of diversified investments. Typically at least 50% is invested in assets traditionally viewed as being higher risk such as company shares, emerging market bonds (loans to an emerging market government) and commercial property. 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

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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

Performance

Fund performance (on a bid to bid basis)

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Fund performance & returns (figures updated on a quarterly basis)

(on a bid to bid 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.

In depth

Investment objective

The fund aims to provide a combination of income and growth over the long term while being managed within to a defined level of risk. The fund is one of the funds in the MyFolio Multi-Manager Income range each of which offers a different level of expected investment risk and return. This fund is risk level IV, which aims to be the highest risk fund in this range. This level will have a high amount in traditionally higher risk assets such as company shares, certain types of bonds. This may suit you if you are relatively comfortable with investment risk. The fund invests at least 60% in actively managed funds, including those managed by Aberdeen Standard Investments, to obtain broad exposure to a range of diversified investments. Typically at least 50% is invested in assets traditionally viewed as being higher risk such as company shares, emerging market bonds (loans to an emerging market government) and commercial property. 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

Manager
Launch date16 Dec 2011
Fund currencyGBP
Codes
ISIN:
GB00B7F2PP90
Mex ID:
STVINC
SEDOL:
B7F2PP9
Lipper Code:
68165262
Citicode:
10FQ
Charges (%)
Initial charge:
0.00
Annual management charge:
0.475
Risk and Reward4
Min value of holdings
Min holding:
£50,000
Min initial investment:
£2,000,000

Performance

Fund performance (on a bid to bid basis)

Powered by data from FE

Fund performance & returns (figures updated on a quarterly basis)

(on a bid to bid 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.

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