Lookthrough Tool

You can use the MyFolio Lookthrough Tool to create personalised reports for clients invested in the MyFolio funds. The report gives a full breakdown of your client’s portfolio including the percentage and value invested in each underlying fund.


Understanding asset classes

We pride ourselves on our ability to understand your individual needs and tailor our service accordingly.

Types of funds

We offer a range of distinct fund types. Choosing the one that is most suitable will depend on your circumstances and investment needs, and on how you would like your money to be invested.

How to invest

It is important you choose the fund best suited to your needs and objectives and we recommend you first talk to a financial adviser. Once you have decided, investing in our funds is straightforward.