MyFolio Lookthrough Tool - Single Report

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 client details, your logo and commentary

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

* Denotes a mandatory field.

Client name

 

Adviser name

 

Client reference (optional)

 

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.
Commentary is updated on a quarterly basis.

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

Please note adding your logo is optional.

£

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 breakdown of the MyFolio funds are taken from 01/11/2011 This tools is provided for information purposes only.

Add your logo and commentary

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


Breakdown totals

 Investments


Note: The breakdown of the MyFolio funds are taken from 01/11/2011. This tool is provided for information purposes only.