We’re also known for our consistent risk-targeting approach and proven strategic asset allocation (SAA) process.

We’ve been here for advisers and their clients since 2010, and since then, we’ve kept a close eye on the regulatory environment and market requirements, developing our solutions accordingly. We launched MyFolio Index in 2019 as our lowest-cost range. Then the MyFolio Enhanced ESG range in 2020 to cater for the growing interest in funds with sustainable features.

We believe now is the right time to evolve the MyFolio Managed fund range.

Key changes to the MyFolio Managed range

The strategy of the MyFolio Managed fund range has been to invest mainly in active funds run by abrdn Investments at a reasonable cost.

We’re making changes to the investment policy in response to evolving market requirements. In light of these changes, we’re rebranding the range to MyFolio Core.

The range will no longer be restricted to internal abrdn Investments managers. MyFolio Core funds will be able to benefit from high-conviction external manager selection, while utilising passive exposure in markets where outperformance is elusive.

We will, however, retain internal active exposure where conviction is high, allowing clients to take advantage of zero-fee abrdn funds.

The changes to the range’s investment policy are designed to reduce the end-cost to clients while increasing the potential for excess returns.

Importantly, we’ve capped the Ongoing Charges Figure at 65bps. This represents an average reduction in cost of 11%, reflecting a continued commitment to your clients and our Consumer Duty.

Having engaged with advisers on our roadshows over the past few years, we’re acutely aware of the continuing pressures on fees. It was therefore important to us that we updated the charging structure to a fixed cost at an attractive level for an actively managed range.

The effective date for all the above changes is 1 April 2025.

What’s not changing?

MyFolio Core will continue to be managed with exactly the same philosophy that has defined the MyFolio funds since inception.

We’ll continue to manage the MyFolio Core funds according to the same dynamic SAA process that has underpinned our track record. MyFolio Core will continue to target the same level of risks too.

More tools in the box

At MyFolio, we’re committed to ensuring our offerings remain relevant in the context of client requirements and the regulatory environment.

The MyFolio Core range will continue to be managed with the philosophy, SAA and risk requirements that have defined MyFolio since inception, but with more tools in the box to add value for clients.

Thanks to an expanded investable universe, and more flexible approach, we’ll be able to adapt the MyFolio Core funds in response to changing conditions, increasing the potential for outperformance.

Find out more

Visit the MyFolio homepage to see more about these changes, including an Important Information document with all the details and our video, MyFolio Core - the evolution of MyFolio Managed.

For more information, speak to your local business development manager.