- 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-driven investment
- GARS Video
- 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
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.
Global spotlight is a short topical article on different themes in the financial markets written each week by senior fund managers, analysts and members of the strategy team at Standard Life Investments.
Standard Life Investments’ Global Strategy team provide regular analysis of the key economic data that has been influencing financial markets.
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?
The MyFolio funds are a family of 25 carefully constructed risk-based portfolios, which offer your clients a choice of active and passive investment strategies across five risk levels and five investment styles. Whatever your investment philosophy, you decide on the most suitable risk profile and investment style for your client and select the appropriate MyFolio funds – we will then take care of the ongoing rebalancing and monitoring.
MyFolio aims to maximise returns for your selected level of risk through our innovative asset allocation approach.
- Using the range of selected asset classes, a strategic asset allocation benchmark is designed to generate the highest expected return for the given level of risk in each fund. We currently engage Moody's Analytics, world-leading experts in risk-modelling solutions, to consult with us on the optimum strategic asset allocation for each fund.
- In addition to strategic asset allocation, we undertake tactical asset allocation where we aim to take advantage of short-term investment opportunities across all MyFolio funds.
- All of the MyFolio funds invest in active commercial property, including the tracker-based MyFolio Market funds.
Absolute return investment strategies are incorporated across the four active ranges – the MyFolio Multi-Manager funds, MyFolio Multi-Manager Income funds, MyFolio Managed funds and the MyFolio Managed Income funds.
The ability to use the funds in combination also sets MyFolio apart. With the MyFolio range, you can mix and match funds of the same risk level, confident that your client’s overall portfolio will stay within their chosen risk profile. This gives the ability to blend different investment styles to create bespoke investment strategies.