RSS Feed

Related Articles

Related Categories

MyFolio a hit with investors

2nd October 2013 Print

Global investment manager, Standard Life Investments is celebrating the third anniversary of the launch of its award-winning MyFolio Fund range.

Totalling 25 risk rated funds, the suite has become one of the fastest growing fund ranges in Standard Life Investments' history with total assets under management now in excess of £3.1bn. MyFolio also contributed significantly to Standard Life Investments recording the highest industry wide net retail sales during the first six months of 2013.

Bambos Hambi, Head of Fund of Funds Management at Standard Life Investments and the manager with overall responsibility for the portfolio management of the MyFolio range said; "The investor appetite experienced by MyFolio over the last three years has been outstanding and significantly surpassed our original expectations. We worked incredibly hard to be RDR ready and it is clear to us now that this strategy has paid off. I believe that the unprecedented rate of interest confirms that advisers and investors have recognised the benefits of tailored, risk managed investments in the post RDR world. The combination of robust investment performance, a clearly defined and transparent investment process and the team based approach adopted by Standard Life Investments has proven to be a winning formula.

"We now have an excellent solution that provides investors with access to the best fund management styles and leading managers in the market. It is also very pleasing that the funds are delivering on what they set out to do - producing attractive risk adjusted returns which are consistent with the level of risk our investors have selected. The strategic long term benchmark of the funds, the shorter term tactical overlay and the excellent fund selection, I believe, all make MyFolio particularly appealing to investors. I have every confidence that MyFolio will continue to deliver and be a major attraction for investors in the years ahead."

Mark Rogers of Clay Rogers and Partners Ltd says of MyFolio; "We have found in MyFolio an innovative approach to asset allocation that has proven particularly useful post the RDR. Through MyFolio, we can create bespoke investments that are aligned and monitored according to the specific risk appetites in a very cost effective environment. We can work with our clients to decide the most suitable risk profile and use MyFolio to access excellent risk management, rebalancing and monitoring to match client aims and objectives."
 
Standard Life Investments' Fund Solutions team, responsible for all research and portfolio management related to MyFolio, recently received industry recognition scooping the ‘Best Fund of Funds' award at the Investment Week Fund Manager of the Year Awards in July 2013. This followed swiftly on from the MyFolio Income range win of the ‘Best New Fund Launch' category in February's Professional Adviser Awards. The range has also been recognised by independent ratings agency S&P who have awarded a Gold grading to all the 25 funds in the range.