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MyFolio 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.

* Denotes a mandatory field.

Name

 

Other comments

Commentary text

Environment
Outlook

Activity & Performance Commentary

MyFolio Market
MyFolio Managed
MyFolio Managed Income
MyFolio Multi-Manager
MyFolio Multi-Manager Income

Select from the boxes above which commentary you would like included in your report. You may select more than one.
All commentary relates to Q1 2013.

Valuation date *

 
£
€

Enter MyFolio holdings below (£)

MyFolio style

  Market Managed Multi-Manager Managed Income Multi-Manager Income
Risk level I
Risk level II
Risk level III
Risk level IV
Risk level V
Next

To see environment, activity, performance and outlook coverage, click Generate PDF and select the commentary that you would like included in your report.


Note: The breakdowns of the MyFolio funds are taken from 01/11/2011. If the valuations entered in the cells above are for a different date, the MyFolio holdings shown in the output pages will not be the actual holdings at the valuation date due to changes in weightings or holdings compared with 01/11/2011. This tool is provided for information purposes only.

Show results broken down by

Market Managed Multi-Manager Managed Income Multi-Manager Income Total Generate PDF

Breakdown totals

 Investments

Back to Inputs Generate PDF

To see environment, activity, performance and outlook coverage, click Generate PDF and select the commentary that you would like included in your report.


Note: The breakdowns of the MyFolio funds are taken from 01/11/2011. If the valuations entered are for a different date, the MyFolio holdings shown in the output pages will not be the actual holdings at the valuation date due to changes in weightings or holdings compared with 01/11/2011. This tool is provided for information purposes only.

 
 

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THE VALUE OF AN INVESTMENT CAN FALL AS WELL AS RISE AND IS NOT GUARANTEED - YOU MAY GET BACK LESS THAN YOU PAY IN

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