MyFolio Lookthrough Reports
Quickly access the latest fund information
We developed the MyFolio Lookthrough Reports to give you easy access to the latest fund performance, detailed underlying fund holdings, asset allocation updates, and market commentary.
You can stay informed with our monthly fund reports and Key Investor Information Documents (KIIDs), which provides clear insights into the performance for each MyFolio fund range.
The Lookthrough Reports also includes quarterly reports for each fund range, including cumulative and discreet performance.
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The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.