MyFolio Managed II Fund Institutional Inc

Institutional Income ISIN: GB00BHZCRC07

Price (GBP)
50.93
Daily change
Up 0.03p (0.06%)
Yield
1.00%
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 of the MyFolio Managed range each of which offers a different level of expected investment risk and return. The fund is risk level II, which aims to be the second lowest risk fund in this range. This level will have a high amount in traditionally lower risk assets such as money market instruments including cash and certain types of bonds. This may suit you if you are relatively cautious with your investments. 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 40% of 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, 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 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.

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.

Katie Trowsdale

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)

(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 growth over the long term while being managed to a defined level of risk. It is one of the five funds in of the MyFolio Managed range each of which offers a different level of expected investment risk and return. The fund is risk level II, which aims to be the second lowest risk fund in this range. This level will have a high amount in traditionally lower risk assets such as money market instruments including cash and certain types of bonds. This may suit you if you are relatively cautious with your investments. 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 40% of 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, 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 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

ManagersBambos Hambi , Katie Trowsdale
Launch date22 Sep 2010
Fund currencyGBP
Codes
ISIN:
GB00BHZCRC07
Mex ID:
ABKTYE
SEDOL:
BHZCRC0
Lipper Code:
Citicode:
Q4C7
Charges (%)
Initial charge:
0.00
Annual management charge:
0.225
Risk and Reward
Min value of holdings
Min holding:
£50,000
Min initial investment:
£500,000,000

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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