- Investments Expertise
- OEICs & unit trusts
- Investment trusts
- Our multi-asset investing team
- Risk management and control
- Absolute Return investing
- Reduced volatility growth portfolios
- Risk-based portfolios
- Traditional balanced portfolios
- Liability aware investing
- Ignis ARGBF
- Funds, prices & performance
- Investment Tools
You can use this tool to view the prices of the funds your clients are invested in on any given date. If the date selected falls on a weekend, you'll see the prices from the Friday before.
In this section you’ll find a range of tools designed to make it easy for you to compare and analyse our funds.
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.
Enter your details into the fields below to access portfolio tools, email alerts and other interactive tools from across the Standard Life group.
Our Learning Gateway is a portal of wide-ranging educational resources that has been designed to complement your professional body's gap-fill and ongoing training requirements both pre and post 1 January 2013.
Our UK Adviser App gives you instant access to live fund prices and performance data, and a wealth of other useful facilities including fund manager videos, webcasts and our new interactive charting tool.
- Our insight
Standard Life Investments’ Global Strategy team provide regular analysis of the key economic data that has been influencing financial markets.
The House View process provides a consistent macroeconomic framework to analysing global financial markets.
Global view on markets from Head of Global Strategy, Andrew Milligan, with a brief overview on key markets and themes.
Our global strategists combine valuable experience, thorough research and analysis to tackle major issues of the moment.
Our experience in operating across many different investment cycles and markets provides us with the context to manage change. Throughout these cycles, we have the people, philosophy and proficiency of process to plot what we believe is the right course for our clients’ assets.
Our UK retail sales team exists to help you meet all your client servicing requirements.
What is MyFolio?
Consisting of 25 carefully constructed multi-asset funds, MyFolio is a flexible, risk based fund-of-funds investment solution.
It offers your clients a choice of active and passive investment funds, across five risk levels and five investment styles. This allows you to select funds for your clients based on their preferred investment style and attitude to risk, providing both flexibility and choice.
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 (KIID).
In total, we provide 15 funds designed for clients seeking growth and 10 funds for clients investing for income.
The breadth of the MyFolio range
- five Market funds that invest mainly in passive funds and therefore provide a compelling low-cost option
- 10 Managed funds (five growth and five income) that invest mainly in Standard Life Investments funds, taking advantage of our extensive in-house expertise
- 10 Multi-Manager funds (five growth and five income) where we select best-of-breed funds from providers across the entire market
We manage the MyFolio funds using a robust and repeatable investment process, implemented by a well-resourced and experienced team. One of the largest in the UK, the team behind MyFolio has a pure and dedicated focus on research, where manager insight and fund ideas are shared between our specialist analysts.
To keep investors informed, we provide monthly range reports, which examine the asset allocation, performance and volatility of the MyFolio funds in each range, as well as bespoke quarterly reports for each fund, and a quarterly due diligence report to help financial advisers meet due diligence requirements.