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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.

Add your logo and quarterly commentary in two simple steps

  1. Insert clients details below and click Next
  2. To add quarterly commentary and your logo, click Generate PDF follow the instructions

* Denotes a mandatory field.

Client name

 

Intermediary 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.

Logo images must be .jpg or .png format, no larger than 350 x 250.

Please note adding your logo is optional.

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


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.

Add your logo and quarterly commentary

To add quarterly commentary and your logo, click Generate PDF follow the instructions

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


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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