- 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.
Compile a ranking of ten of our OEICs and unit trusts based on fund size, yield and performance.
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.
MyFolio Market Range Report
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The MyFolio Range Review looks at the asset allocation, performance and realised volatility experience of the MyFolio funds, by investment style.
MyFolio Market funds - at a glance
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 to consult with us on the optimum strategic asset allocation for each fund.
- We undertake tactical asset allocation where we aim to take advantage of short-term investment opportunities across all MyFolio funds.
- All the MyFolio funds invest in active commercial property, including the MyFolio Market funds.
Note: Past Performance is not a guide to future performance.
Performance based on the Institutional share class.
Performance and fund details (at 31 March 2017)
|Since launch (30/09/10)||40.60%||56.44%||67.48%||77.46%||89.76%|
|Year on year performance (figures updated on a quarterly basis)|
|01/4/2016 - 31/3/2017||8.72%||13.00%||17.09%||21.65%||26.17%|
|01/4/2015 - 31/3/2016||-0.34%||-0.82%||-1.37%||-1.94%||-2.65%|
|01/4/2014 - 31/3/2015||8.64%||10.80%||12.04%||13.49%||15.28%|
|01/4/2013 - 31/3/2014||1.81%||3.11%||4.71%||5.79%||6.15%|
|01/4/2012 - 31/3/2013||7.97%||10.05%||11.61%||13.32%||14.78%|
|Annual Management Charge||0.225%||0.225%||0.225%||0.225%||0.225%|
|Ongoing Charges Figure*||0.45%||0.46%||0.49%||0.52%||0.47%|
|Fund Size in £m as at 31/03/17||245.06||955.06||1,186.14||442.43||185.53|
Current Asset Allocation (at 31 March 2017)
|Cash & Money Markets||9.10%||3.40%||1.00%||1.00%||1.00%|
|Global Index Linked Bonds||7.10%||5.80%||3.40%||1.00%|
|Short Dated Global Index Linked Bonds||7.10%||5.80%||3.40%||1.00%|
|Sterling Corporate Bonds||22.65%||16.25%||7.85%||2.25%|
|Short Dated Sterling Corporate Bonds||22.90%||16.50%||8.10%||2.50%|
|Asia Pacific Equities||1.40%||2.55%||3.70%||5.00%||6.40%|
|Emerging Market Equities||1.90%||3.40%||4.70%||6.00%||7.40%|
|Sterling Hedged Global High Yield||2.90%||4.00%||7.20%||4.50%|
|Emerging Market Debt||3.40%||0.50%||0.50%||0.50%||0.50%|
Holdings (at 31 March 2017)
|BlackRock Corporate Bond Tracker||Passive||9.27||6.67||3.44|
|Fidelity Global Inflation-Linked Bond||Active||5.74||5.30||2.14||0.97|
|L&G Global Inflation Linked Bond Index||Passive||4.77||3.70||2.10||0.46|
|L&G Short Dated Corporate Bond Index||Passive||5.76||4.26||3.15||1.06|
|Royal London Short Duration Global Index||Active||0.79||0.68||1.17|
|Vanguard UK Inflation-Linked Gilt Index||Passive||2.06||1.60||0.91||0.20|
|Vanguard UK Investment Grade Bond Index||Passive||13.90||9.99||5.16||2.50|
|Vanguard UK Short-Term Investment Grade||Passive||17.26||12.76||5.31||1.96|
|BlackRock Continental European Equity Tracker||Passive||2.41||5.28||7.48||9.76||12.00|
|BlackRock Global Real Estate||Passive||1.07||1.20||0.87||1.03||0.92|
|BlackRock Japan Equity Tracker||Passive||2.96||4.82||6.14||7.94||9.51|
|BlackRock Pacific ex-Japan Equity Tracker||Passive||1.16||2.20||3.06||4.86||6.38|
|BlackRock UK Equity Tracker||Passive||1.50||3.55||5.42||7.31||8.07|
|BlackRock US Equity Tracker||Passive||1.97||2.08||3.41||4.28||7.06|
|L&G Emerging Markets Government Bond Index||Passive||3.64||0.76||0.94||0.75||1.02|
|L&G UK Index Trust||Passive||1.50||3.56||6.33||6.31||7.97|
|L&G US Index||Passive||2.23||4.81||5.71||8.56||7.55|
|M&G Property Portfolio||Active||1.21||1.90||3.09||2.84||1.22|
|PIMCO Global High Yield Bond||Active||1.34||2.13||4.24||2.24|
|Putnam Global High Yield Bond||Active||1.25||1.64||2.42||2.22|
|SLI UK Real Estate||Active||2.52||3.92||6.35||5.78||2.50|
|Vanguard Emerging Markets Stock Index||Passive||1.65||2.91||4.43||5.71||6.97|
|Vanguard FTSE UK All Share Index||Passive||2.01||4.72||6.32||11.18||13.15|
|Vanguard US Equity Index||Passive||3.01||6.20||9.54||11.11||14.83|