MyFolio Index III Fund Institutional S Fixed Acc

Institutional S Fixed Accumulation ISIN: GB00BHZCQW38

Price (GBP)
52.99
Daily change
Down -0.08p (-0.15%)
 
 
Change date
19/07/2019

Introduction

The fund aims to provide growth over the long term while being managed within to a defined level of risk. It is one of the five funds in part of the MyFolio Index range each of which offers a different level of expected investment risk and return. The fund is risk level III, which aims to be the middle risk fund in this range. This level invests in both traditionally lower risk assets such as money market instruments including cash and certain types of bonds, and traditionally higher risk assets such as company shares, certain types of bonds and commercial property. This may suit you if you have a balanced attitude to risk. The fund invests at least 80% in passively managed funds, including those managed by Aberdeen Standard Investments, to obtain broad exposure to a range of diversified investments. Typically at least 25% of the fund is invested in assets traditionally viewed as being lower risk such as money market instruments including cash, government bonds (loans to a government) and investment grade corporate bonds (loans to a company). The rest of the fund is invested in a selection of other assets such as company shares including property shares. The fund is 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. The fund will not take any tactical asset allocation positions (changing short term proportions in each fund). It may consist up to 20% actively managed funds (again including those managed by Aberdeen Standard Life 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 (KIID).

Fund management

Bambos Hambi

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.

Performance

Note: This fund/share class has been available for less than one year, therefore no past performance has been shown.

In depth

Investment objective

The fund aims to provide growth over the long term while being managed within to a defined level of risk. It is one of the five funds in part of the MyFolio Index range each of which offers a different level of expected investment risk and return. The fund is risk level III, which aims to be the middle risk fund in this range. This level invests in both traditionally lower risk assets such as money market instruments including cash and certain types of bonds, and traditionally higher risk assets such as company shares, certain types of bonds and commercial property. This may suit you if you have a balanced attitude to risk. The fund invests at least 80% in passively managed funds, including those managed by Aberdeen Standard Investments, to obtain broad exposure to a range of diversified investments. Typically at least 25% of the fund is invested in assets traditionally viewed as being lower risk such as money market instruments including cash, government bonds (loans to a government) and investment grade corporate bonds (loans to a company). The rest of the fund is invested in a selection of other assets such as company shares including property shares. The fund is 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. The fund will not take any tactical asset allocation positions (changing short term proportions in each fund). It may consist up to 20% actively managed funds (again including those managed by Aberdeen Standard Life 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 (KIID).

Key information

ManagerBambos Hambi
Launch date25 Mar 2019
Fund currencyGBP
Codes
ISIN:
GB00BHZCQW38
Mex ID:
ABLTYL
SEDOL:
BHZCQW3
Lipper Code:
NA
Citicode:
Q1V2
Charges (%)
Initial charge:
0.00
Annual management charge:
0.130
Risk and Reward
Min value of holdings
Min holding:
£50,000
Min initial investment:
£500,000,000

Performance

Note: This fund/share class has been available for less than one year, therefore no past performance has been shown.

Factsheets and guides

Prospectus and reports

Next steps