Standard Life MyFolio Market III
Managed Balanced (<65% Equity)
The Fund aims to provide a total return from a combination of income and capital appreciation over the longer term. The fund achieves a broad exposure to diversified investments, including equities, fixed and variable rate interest bearing securities and immoveable property. Exposure to equites and fixed and variable interest rate bearing securities is achieved by investing in passively managed funds. Exposure to immovable property is achieved by investing mainly in actively managed funds. The fund may also invest in transferable securities, money market instruments, deposits and cash. Typically, the fund will take a balanced view on lower and higher risk assets.
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203.76
EUR
+49.98 (+32.50%) past 3 year
as of 18 May 2026Fund insights
Detailed information extracted from the fund factsheet.
Managed by Aberdeen Investments, Vanguard Asset Management (Europe)
The fund and its holdings may use derivatives for the purpose of efficient portfolio management, reduction of risk or to meet its respective investment objective if this is permitted and appropriate. The Fund may use investment techniques (including Derivatives) to seek to protect and enhance the value of the Fund and to manage the Fund’s risks. Derivatives, such as futures, options and swaps, are linked to the rise and fall of other assets. In other words, they derive their price from another asset. They can generate returns when share prices and/or indices fall. Investing in derivatives carries the risk of reduced liquidity, substantial loss and increased volatility in adverse market conditions, such as a failure amongst market participants. The use of derivatives may result in the Fund being leveraged and in these market conditions the effect of leverage will be to magnify losses. The fund does not make extensive use of derivatives.
The assets in this fund may be used for the purpose of security lending in order to earn an additional level of return and offset the cost of the fund. While securities lending increases the level of risk in the fund it may provide an opportunity to increase the investment return.
ESG & sustainability
The Fund is classified as Article 6 under the EU’s Sustainable Finance Disclosure Regulation (“SFDR”). Article 6 funds don't promote ESG characteristics or have a specific sustainable investment objective. Some of the underlying components of this fund are managed using an investment process that integrates environmental, social and governance (“ESG”) factors but does not promote ESG characteristics or have specific sustainable investment objectives. This means that whilst ESG factors and risks are considered, they may or may not impact portfolio construction. Furthermore, investments within this Fund do not take into account the EU Taxonomy criteria for environmentally sustainable economic activities. Aberdeen Investments, the investment manager of some of the fund holdings, integrates sustainability risks and opportunities into its research, analysis and investment decision-making process. Aberdeen Investments believes that the consideration of sustainability risks and opportunities of a company can have a material impact on a company’s competitive position and future success and as such on long-term investment returns for investors. Aberdeen Investments' ESG integration requires, in addition to its inclusion in the investment decision making process, appropriate monitoring of sustainability considerations in risk management, portfolio monitoring, engagement and stewardship activities. Aberdeen Investments also engages with policymakers on ESG and stewardship matters. Combining the integration of sustainability risks and opportunities with broader monitoring and engagement activities may affect the value of investments and therefore returns. Vanguard Asset Management (Europe), the investment manager of some of the fund holdings, believe that active stewardship helps to create long-term value for investors. As an investment product and service provider and distributor, Vanguard Europe has a responsibility to maximise long-term returns for investors and considers sustainability risks from a financial-impact perspective. Vanguard Europe fulfils its responsibility to investors by being judicious in the funds it offers, managing those funds with rigour and assessing material risks to long-term financial performance.
Frequently asked questions
Common questions about Standard Life MyFolio Market III.
The Standard Life Ireland MyFolio Market III Fund aims to deliver a total return from income and capital growth over the longer term. It builds broad exposure to equities, fixed and variable rate interest-bearing securities, and immovable property, and may also hold money market instruments, deposits and cash. The equity and bond exposure is mainly obtained through passively managed funds, while property exposure is mainly through actively managed funds.
Yes, the Standard Life Ireland MyFolio Market III Fund is designed to take a balanced view between lower- and higher-risk assets. That means it mixes growth assets such as equities with more defensive assets such as bonds and cash, rather than focusing on just one market. This approach is aimed at investors looking for diversified exposure over the longer term.
The Standard Life Ireland MyFolio Market III Fund carries several key risks, including equity risk, bond risk, property risk, emerging market risk, inflation risk, and risks linked to index tracking and index sampling. Equity risk means share prices can fall, while bond risk means the value of debt investments can move with interest rates and credit conditions. Emerging market risk means investments in less developed markets can be more volatile and less predictable.
Yes, the Standard Life Ireland MyFolio Market III Fund may use derivatives for efficient portfolio management, risk reduction, or to help meet its investment objective, but it does not make extensive use of them. Derivatives are contracts linked to another asset, so they can amplify gains and losses and may increase volatility in difficult markets. The fund may also use securities lending to seek extra return, which can add risk because the lent assets are temporarily out of the portfolio.
The Standard Life Ireland MyFolio Market III Fund has exposure across North American and European equities, European and global corporate bonds, emerging market debt and equities, global property shares, and inflation-linked bonds. Its top holdings include funds tracking US, eurozone and European equities as well as investment-grade and high-yield bonds. This gives the fund a globally diversified structure rather than a single-country or single-sector focus.
Standard Life MyFolio Market III
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