MyFolio Index IV Fund Institutional S Fixed Acc

Institutional S Fixed Accumulation ISIN: GB00BHZCR081

Price (GBP)
53.62
Daily change
Down -0.10p (-0.19%)
 
 
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 which offers a different level of expected investment risk and return. This fund is risk level IV, which aims to be the second 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 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 60% of the fund is invested in assets traditionally viewed as being higher risk such as company shares, including property shares and emerging market bonds (loans to an emerging market government). 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 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). 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.

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 which offers a different level of expected investment risk and return. This fund is risk level IV, which aims to be the second 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 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 60% of the fund is invested in assets traditionally viewed as being higher risk such as company shares, including property shares and emerging market bonds (loans to an emerging market government). 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 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). 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

ManagerBambos Hambi
Launch date25 Mar 2019
Fund currencyGBP
Codes
ISIN:
GB00BHZCR081
Mex ID:
ABLTYP
SEDOL:
BHZCR08
Lipper Code:
NA
Citicode:
Q1V6
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

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