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SLI MyFolio Managed I Fund - Platform 1 Inc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Aberdeen Standard
Fund Summary The Sub-fund aims to provide growth over the long term while being managed to a defined level of risk. The Sub-fund is one of the five Sub-funds in the MyFolio Managed range each of which offers a different level of expected investment risk and return. Each Sub-fund?s risk target is expressed as a percentage of the expected risk of global equities (defined as MSCI World Index, 100% hedged to GBP) on a 10 year time horizon. This fund targets risk (volatility) in the range of 20-40% global equities and aims to optimise returns through investment in a portfolio of actively managed funds.
Fund code SLFMI
Managers Bambos Hambi
Manager Tenure 8 years
Morningstar Category GBP Cautious Allocation
Fund Size £537 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 0.78%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £0.5094
Buy Price £0.5094
Price Change +0.0786%
Price Date 17th July 2019
Yield 1.50%
Dividend Frequency Quarterly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 11th April 2019
Fund Status OPEN
Head of Multimanager. Bambos has over 20 years investment experience of which almost 10 years is in managing retail fund of funds, this length of fund of funds experience is almost unrivalled. Bambos graduated with a degree in Mathematics from the University of London.

3-year Mean Monthly Return: Currently unavailable

Annual Returns Currently Unavailable
Benchmark Performance
(GBP Cautious Allocation)
Currently Unavailable
Time Period Cumulative Benchmark Performance
(GBP Cautious Allocation)
Fund Compared to Benchmark
1 day 0.08% -0.02% +0.10%
1 week 0.22% +0.61% -0.39%
1 month 1.66% +1.30% +0.35%
3 months 1.68% +2.37% -0.69%
6 months Currently unavailable +4.19% Currently unavailable
1 year Currently unavailable +2.63% Currently unavailable
3 years Currently unavailable +12.28% Currently unavailable
5 years Currently unavailable +21.50% Currently unavailable
10 years Currently unavailable +89.43% Currently unavailable
YTD Currently unavailable +5.05% Currently unavailable
Since inception 1.79% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
SLI Abs Ret Glb Bd Strats D Acc GBP LUX 14.18%
SLI Global Corporate Bond S Acc GBP Hdg LUX 9.33%
Vanguard UK Sh-Tm IG Bd Idx Ins+ GBP Acc IRL 8.18%
SLI Ethical Corp Bond Inst Acc GBR 6.87%
Aberdeen Standard Liqdty (Lux) Stlg Z-1 LUX 6.06%
SLI Short Duration Credit Inst Acc GBR 4.91%
SLI Shrt Dur Glbl Idx-Lnkd Bd Inst S Acc GBR 4.85%
SLI Global Absolute Ret Strat Inst Acc GBR 3.72%
SLI Short Dated Corp Bd Instl GBP Acc GBR 3.28%
SLI Global High Yield Bond D Acc GBP Hdg LUX 3.23%

Currently unavailable